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
351
$3.24M 0.01%
33,038
+2,391
352
$3.23M 0.01%
168,879
-3,516
353
$3.22M 0.01%
41,442
+4,883
354
$3.16M 0.01%
35,861
+85
355
$3.16M 0.01%
29,293
-966
356
$3.11M 0.01%
236,217
-5,484
357
$3.04M 0.01%
58,338
-23,140
358
$2.97M 0.01%
220,109
-271,113
359
$2.95M 0.01%
21,830
-2,373
360
$2.95M 0.01%
30,808
-2,417
361
$2.93M 0.01%
16,922
+585
362
$2.89M 0.01%
20,897
-1,603
363
$2.88M 0.01%
26,710
-2,697
364
$2.83M 0.01%
281,258
-215,056
365
$2.83M 0.01%
69,892
+14,102
366
$2.8M 0.01%
29,109
+5,806
367
$2.77M 0.01%
21,890
-699
368
$2.74M 0.01%
+94,418
369
$2.73M 0.01%
78,381
+12,005
370
$2.71M 0.01%
18,299
+3,696
371
$2.68M 0.01%
48,396
+11,064
372
$2.67M 0.01%
58,287
-21,562
373
$2.57M 0.01%
55,557
-2,165
374
$2.57M 0.01%
64,164
-11,126
375
$2.57M 0.01%
9,762
-974
13 14
15
16 17