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
626
$506K ﹤0.01%
+7,585
627
$499K ﹤0.01%
14,130
+6,265
628
$499K ﹤0.01%
+18,614
629
$497K ﹤0.01%
+4,090
630
$496K ﹤0.01%
+44,917
631
$494K ﹤0.01%
18,640
+67
632
$493K ﹤0.01%
38,140
-29,400
633
$486K ﹤0.01%
6,550
-2,005
634
$482K ﹤0.01%
44,927
+1,130
635
$477K ﹤0.01%
7,450
636
$476K ﹤0.01%
10,090
637
$476K ﹤0.01%
28,336
-2,200
638
$473K ﹤0.01%
21,990
-4,894
639
$471K ﹤0.01%
13,189
-2,596
640
$468K ﹤0.01%
+19,306
641
$468K ﹤0.01%
13,625
-5,160
642
$467K ﹤0.01%
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643
$467K ﹤0.01%
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644
$465K ﹤0.01%
14,486
-4,395
645
$464K ﹤0.01%
7,868
-11,508
646
$461K ﹤0.01%
+11,325
647
$459K ﹤0.01%
883,431
-100,725
648
$454K ﹤0.01%
24,284
649
$452K ﹤0.01%
+8,004
650
$448K ﹤0.01%
12,251
-2,515
24 25
26
27 28