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
26
$235M 1.01%
16,450,682
-2,998,493
27
$235M 1.01%
1,997,413
-346,295
28
$235M 1.01%
2,603,979
-13,642
29
$232M 1%
2,765,737
+215,865
30
$229M 0.98%
2,834,440
-526,691
31
$228M 0.98%
4,778,127
+351,983
32
$228M 0.98%
6,627,403
-83,881
33
$211M 0.9%
1,542,616
-10,109
34
$205M 0.88%
656,904
+189,786
35
$198M 0.85%
2,919,682
-44,654
36
$180M 0.77%
1,862,612
+662,249
37
$178M 0.76%
2,995,939
-118,560
38
$176M 0.76%
400,917
-14,417
39
$174M 0.75%
1,008,097
-36,123
40
$166M 0.71%
995,783
+177,040
41
$164M 0.7%
608,630
+214,867
42
$164M 0.7%
1,082,707
+250,597
43
$161M 0.69%
4,787,363
+999,683
44
$158M 0.68%
1,704,696
+592,332
45
$152M 0.65%
859,985
-403,095
46
$150M 0.64%
4,356,176
-250,485
47
$145M 0.62%
560,432
+376,613
48
$144M 0.62%
2,398,964
+837,096
49
$140M 0.6%
1,400,615
+181,413
50
$136M 0.58%
1,850,007
-585,471
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