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
401
$2.15M 0.01%
26,561
-146,380
402
$2.13M 0.01%
71,017
+40,223
403
$2.12M 0.01%
43,629
-507
404
$2.12M 0.01%
74,214
-79,632
405
$2.07M 0.01%
15,626
+503
406
$2.05M 0.01%
225,362
+180,364
407
$2.04M 0.01%
27,218
-2,586
408
$2.04M 0.01%
17,050
-3,177
409
$2.03M 0.01%
46,476
-29,428
410
$2M 0.01%
31,795
+12,304
411
$1.99M 0.01%
81,574
+3,182
412
$1.98M 0.01%
27,445
-7,056
413
$1.98M 0.01%
39,701
-2,068
414
$1.96M 0.01%
29,160
+22,360
415
$1.96M 0.01%
32,429
-67,924
416
$1.95M 0.01%
12,625
-1,726
417
$1.95M 0.01%
36,529
+30,000
418
$1.91M 0.01%
25,835
-1,260
419
$1.9M 0.01%
11,445
+186
420
$1.9M 0.01%
59,222
-4,336
421
$1.86M 0.01%
34,729
-25,460
422
$1.84M 0.01%
21,510
+39
423
$1.84M 0.01%
29,296
-628
424
$1.84M 0.01%
28,092
-5,741
425
$1.83M 0.01%
11,060
-2,004
15 16
17
18 19