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
276
$7.39M 0.03%
2,124,260
+662,562
277
$7.28M 0.03%
72,054
+168
278
$7.25M 0.03%
172,129
+10,389
279
$7.25M 0.03%
158,482
-3,917
280
$7.22M 0.03%
25,179
+3,170
281
$7.13M 0.03%
+127,681
282
$7.09M 0.03%
55,469
-856
283
$6.98M 0.03%
47,798
-18,797
284
$6.91M 0.03%
+50,051
285
$6.84M 0.03%
3,036,915
+312,557
286
$6.76M 0.03%
40,991
-9,466
287
$6.68M 0.03%
64,626
-2,424
288
$6.66M 0.03%
95,397
+36,098
289
$6.65M 0.03%
842,213
+303,529
290
$6.65M 0.03%
172,026
+41,229
291
$6.61M 0.03%
125,200
-3,394
292
$6.55M 0.03%
600,188
+340
293
$6.49M 0.03%
+913,005
294
$6.46M 0.03%
437,327
-142,722
295
$6.31M 0.03%
181,318
-64,155
296
$6.26M 0.03%
150,777
-71,813
297
$6.23M 0.03%
48,135
-49
298
$6.06M 0.03%
119,728
-31,458
299
$6.03M 0.03%
120,386
-3,172
300
$5.96M 0.03%
69,000
+678
10 11
12
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