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
526
$887K ﹤0.01%
28,213
527
$886K ﹤0.01%
18,202
-2,550
528
$877K ﹤0.01%
26,019
-9,671
529
$877K ﹤0.01%
1,597,964
-19,425
530
$867K ﹤0.01%
19,704
+8,204
531
$857K ﹤0.01%
13,260
+1,232
532
$852K ﹤0.01%
+36,305
533
$844K ﹤0.01%
+49,103
534
$843K ﹤0.01%
10,362
-1,291
535
$836K ﹤0.01%
+43,366
536
$836K ﹤0.01%
29,978
+10,830
537
$833K ﹤0.01%
16,724
-3,232
538
$826K ﹤0.01%
18,224
+2,071
539
$822K ﹤0.01%
35,438
+986
540
$816K ﹤0.01%
3
541
$811K ﹤0.01%
78,196
+27,379
542
$810K ﹤0.01%
39,504
+30,825
543
$809K ﹤0.01%
32,031
-12,695
544
$807K ﹤0.01%
25,015
+3,205
545
$807K ﹤0.01%
40,495
546
$807K ﹤0.01%
5,912
+125
547
$804K ﹤0.01%
+10,641
548
$804K ﹤0.01%
79,600
549
$793K ﹤0.01%
14,482
+163
550
$788K ﹤0.01%
29,527
-3,125
20 21
22
23 24