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
326
$4.54M 0.02%
55,989
-2,486
327
$4.54M 0.02%
55,758
+3,996
328
$4.5M 0.02%
13,533
-1,832
329
$4.5M 0.02%
151,117
+818
330
$4.46M 0.02%
81,181
+77,936
331
$4.45M 0.02%
17,927
+896
332
$4.29M 0.02%
37,997
+18,716
333
$4.28M 0.02%
99,751
+8,234
334
$4.21M 0.02%
117,269
-1,151,646
335
$4.13M 0.02%
349,912
-1,003,360
336
$4.09M 0.02%
25,870
-19,824
337
$3.91M 0.02%
72,275
+26,319
338
$3.91M 0.02%
18,434
-2,584
339
$3.78M 0.02%
31,882
+6,993
340
$3.7M 0.02%
24,481
+1,244
341
$3.69M 0.02%
21,232
-442
342
$3.58M 0.02%
39,530
-23,244
343
$3.54M 0.02%
7,246
+493
344
$3.53M 0.02%
208,494
-24,861
345
$3.43M 0.01%
41,802
-7,231
346
$3.38M 0.01%
47,810
+10,532
347
$3.36M 0.01%
73,677
+457
348
$3.32M 0.01%
159,408
-15,692
349
$3.3M 0.01%
98,528
-10,352
350
$3.29M 0.01%
177,740
-198,140
12 13
14
15 16