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
551
$784K ﹤0.01%
33,989
+13,831
552
$783K ﹤0.01%
59,878
-7,859
553
$779K ﹤0.01%
33,171
-13,605
554
$767K ﹤0.01%
59,532
-9,432
555
$756K ﹤0.01%
+11,425
556
$755K ﹤0.01%
25,084
-118
557
$745K ﹤0.01%
8,866
-786
558
$722K ﹤0.01%
70,764
+9,558
559
$721K ﹤0.01%
13,353
-1,728
560
$716K ﹤0.01%
+19,025
561
$714K ﹤0.01%
+28,975
562
$713K ﹤0.01%
+8,879
563
$712K ﹤0.01%
+23,763
564
$711K ﹤0.01%
14,043
-3,099
565
$708K ﹤0.01%
9,278
-255
566
$701K ﹤0.01%
16,712
-628
567
$698K ﹤0.01%
40,213
-8,216
568
$697K ﹤0.01%
28,346
+1,339
569
$694K ﹤0.01%
54,000
570
$693K ﹤0.01%
13,982
-1,978
571
$687K ﹤0.01%
+6,596
572
$685K ﹤0.01%
97,320
573
$681K ﹤0.01%
4,532
-763
574
$679K ﹤0.01%
4,449
+1,874
575
$668K ﹤0.01%
7,818
-3,558
21 22
23
24 25