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
476
$1.31M 0.01%
80,946
-21,268
477
$1.31M 0.01%
32,262
-1,932
478
$1.3M 0.01%
189,379
+10,955
479
$1.27M 0.01%
15,422
-3,103
480
$1.27M 0.01%
48,265
+4,857
481
$1.26M 0.01%
16,361
+177
482
$1.26M 0.01%
25,829
-4,289
483
$1.25M 0.01%
39,867
+6,424
484
$1.24M 0.01%
27,941
485
$1.23M 0.01%
28,044
-597
486
$1.22M 0.01%
+61,031
487
$1.22M 0.01%
+11,017
488
$1.2M 0.01%
58,312
+4,150
489
$1.18M 0.01%
38,672
-12,359
490
$1.18M 0.01%
21,682
+4,087
491
$1.17M 0.01%
21,801
-3,982
492
$1.17M 0.01%
24,939
-1,544
493
$1.16M 0.01%
49,157
+30,636
494
$1.15M ﹤0.01%
68,072
-5,783
495
$1.13M ﹤0.01%
22,947
+2,168
496
$1.1M ﹤0.01%
15,662
-6,610
497
$1.1M ﹤0.01%
10,694
-1,579
498
$1.09M ﹤0.01%
17,537
-5,658
499
$1.08M ﹤0.01%
39,410
-19,299
500
$1.05M ﹤0.01%
32,540
-1,530
18 19
20
21 22