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
451
$1.61M 0.01%
28,621
+4,682
452
$1.61M 0.01%
22,546
-6,282
453
$1.59M 0.01%
51,681
-12,529
454
$1.57M 0.01%
15,585
-4,170
455
$1.56M 0.01%
56,652
-10,738
456
$1.52M 0.01%
+25,315
457
$1.5M 0.01%
47,256
-491
458
$1.47M 0.01%
109,345
+3,913
459
$1.46M 0.01%
23,206
-1,634
460
$1.45M 0.01%
30,689
-1,379
461
$1.45M 0.01%
30,239
+3,409
462
$1.43M 0.01%
105,487
+9,442
463
$1.42M 0.01%
31,319
-4,524
464
$1.41M 0.01%
16,311
+331
465
$1.4M 0.01%
400,296
+382,750
466
$1.4M 0.01%
11,800
+58
467
$1.38M 0.01%
20,538
+7,204
468
$1.38M 0.01%
11,658
-1,332
469
$1.37M 0.01%
16,398
+4,275
470
$1.37M 0.01%
32,732
+13,705
471
$1.35M 0.01%
16,474
+3,241
472
$1.34M 0.01%
55,740
-4,721
473
$1.34M 0.01%
46,670
+35,494
474
$1.33M 0.01%
+23,360
475
$1.33M 0.01%
16,618
-226,285
17 18
19
20 21