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
301
$5.9M 0.03%
3,910,267
+186,737
302
$5.88M 0.03%
463,233
+16,066
303
$5.68M 0.02%
113,423
+44,973
304
$5.62M 0.02%
121,001
-29,825
305
$5.52M 0.02%
108,084
-16,000
306
$5.52M 0.02%
96,486
+50
307
$5.43M 0.02%
106,355
+1,751
308
$5.41M 0.02%
58,949
+652
309
$5.28M 0.02%
245,918
-2,662
310
$5.26M 0.02%
61,346
+3,232
311
$5.21M 0.02%
138,770
+100,950
312
$5.1M 0.02%
753,999
+350,000
313
$5.09M 0.02%
66,809
-122,465
314
$5.09M 0.02%
63,707
+1,244
315
$5.08M 0.02%
3,780
-761
316
$5.04M 0.02%
122,048
+25,652
317
$5.02M 0.02%
211,850
+11,730
318
$5.02M 0.02%
32,051
-9,631
319
$5M 0.02%
18,830
+1,539
320
$4.88M 0.02%
42,011
+6,126
321
$4.84M 0.02%
60,251
-11,827
322
$4.73M 0.02%
153,467
-8,296
323
$4.71M 0.02%
34,813
+1,703
324
$4.7M 0.02%
171,852
-253,914
325
$4.66M 0.02%
64,731
+11,567
11 12
13
14 15