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
501
$1.03M ﹤0.01%
19,368
+12,348
502
$1.03M ﹤0.01%
43,433
-6,011
503
$1.02M ﹤0.01%
20,135
-6,812
504
$1.02M ﹤0.01%
18,112
+1,964
505
$1.02M ﹤0.01%
250,350
+208,406
506
$1.02M ﹤0.01%
27,494
-5,298
507
$1.01M ﹤0.01%
31,087
+3,481
508
$1.01M ﹤0.01%
42,524
+28,623
509
$1M ﹤0.01%
214,436
510
$1M ﹤0.01%
158,639
+13,428
511
$994K ﹤0.01%
36,839
+6,384
512
$991K ﹤0.01%
40,146
+21,551
513
$991K ﹤0.01%
64,986
-11,025
514
$982K ﹤0.01%
25,975
+832
515
$980K ﹤0.01%
21,888
-7,232
516
$976K ﹤0.01%
4,607
+169
517
$943K ﹤0.01%
27,696
-31
518
$924K ﹤0.01%
9,464
-483
519
$920K ﹤0.01%
6,417
+4,045
520
$916K ﹤0.01%
69,486
+2,115
521
$913K ﹤0.01%
84,714
-29,791
522
$898K ﹤0.01%
17,484
523
$897K ﹤0.01%
81,676
524
$895K ﹤0.01%
+4,651
525
$894K ﹤0.01%
36,087
+6,087
19 20
21
22 23