CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$23.3B
AUM Growth
-$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$106M
2
+$105M
3
+$97.3M
4
DIS icon
Walt Disney
DIS
+$64M
5
ROP icon
Roper Technologies
ROP
+$59.2M

Top Sells

1
+$97.4M
2
+$88.9M
3
+$76M
4
CI icon
Cigna
CI
+$71.4M
5
ET icon
Energy Transfer Partners
ET
+$69M

Sector Composition

1 Technology 24.24%
2 Healthcare 15.63%
3 Financials 12.97%
4 Consumer Discretionary 10.28%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9.69M 0.04%
244,938
+84,747
252
$9.49M 0.04%
90,771
-1,326
253
$9.44M 0.04%
143,606
-305
254
$9.35M 0.04%
310,217
+8,159
255
$9.27M 0.04%
783,105
-238,820
256
$9.26M 0.04%
52,270
-1,961
257
$9.16M 0.04%
492,580
+12,937
258
$9.14M 0.04%
254,755
+32,102
259
$9.07M 0.04%
1,727,922
-969,804
260
$9.03M 0.04%
123,746
+52,841
261
$8.95M 0.04%
130,565
-877
262
$8.94M 0.04%
298,356
+1,113
263
$8.78M 0.04%
213,966
+43,049
264
$8.77M 0.04%
87,917
-1,769
265
$8.68M 0.04%
3,570,400
266
$8.63M 0.04%
224,528
+39,701
267
$8.24M 0.04%
25,732
-224
268
$8.23M 0.04%
520,657
+219,922
269
$7.91M 0.03%
130,662
+12,079
270
$7.86M 0.03%
559,868
+8,267
271
$7.77M 0.03%
140,038
-1,172
272
$7.77M 0.03%
209,001
-5,710
273
$7.74M 0.03%
276,352
+24,181
274
$7.54M 0.03%
52,417
-1,122
275
$7.44M 0.03%
79,636
+6,400
9 10
11
12 13