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
601
$574K ﹤0.01%
6,818
-16,253
602
$571K ﹤0.01%
10,901
-500
603
$565K ﹤0.01%
4,875
-1,148
604
$564K ﹤0.01%
31,127
+19,029
605
$561K ﹤0.01%
2,558
-1,128
606
$559K ﹤0.01%
11,027
-4,070
607
$558K ﹤0.01%
11,447
-626
608
$552K ﹤0.01%
+15,661
609
$542K ﹤0.01%
17,696
-1,295,098
610
$532K ﹤0.01%
+16,061
611
$531K ﹤0.01%
3,981
612
$531K ﹤0.01%
15,661
-447
613
$530K ﹤0.01%
15,243
-450
614
$529K ﹤0.01%
56,566
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615
$529K ﹤0.01%
+10,860
616
$527K ﹤0.01%
14,933
-4,201
617
$522K ﹤0.01%
42,475
-33,979
618
$520K ﹤0.01%
6,433
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619
$520K ﹤0.01%
+7,625
620
$520K ﹤0.01%
37,072
+29,336
621
$519K ﹤0.01%
6,542
-545
622
$519K ﹤0.01%
13,760
-15,551
623
$517K ﹤0.01%
21,401
-2,464
624
$517K ﹤0.01%
4,751
625
$514K ﹤0.01%
18,640
+11,262
23 24
25
26 27