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
376
$2.56M 0.01%
19,387
-909
377
$2.56M 0.01%
17,725
-554
378
$2.53M 0.01%
253,926
-52,552
379
$2.52M 0.01%
12,636
-135
380
$2.48M 0.01%
30,163
-5,878
381
$2.46M 0.01%
+105,125
382
$2.45M 0.01%
122,390
-5,720
383
$2.4M 0.01%
28,460
+100
384
$2.38M 0.01%
16,172
-342
385
$2.33M 0.01%
66,660
+2,745
386
$2.31M 0.01%
111,061
+11,068
387
$2.29M 0.01%
21,122
+491
388
$2.29M 0.01%
22,462
-929
389
$2.29M 0.01%
39,610
390
$2.29M 0.01%
54,800
-29,070
391
$2.26M 0.01%
30,755
-1,951
392
$2.21M 0.01%
24,874
+22
393
$2.19M 0.01%
30,322
+4,941
394
$2.19M 0.01%
22,023
+2,658
395
$2.18M 0.01%
63,750
+6,823
396
$2.18M 0.01%
64,317
+201
397
$2.18M 0.01%
24,397
-4,065
398
$2.17M 0.01%
28,826
+12,011
399
$2.16M 0.01%
24,448
-5,488
400
$2.15M 0.01%
34,133
-1,379
14 15
16
17 18