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
651
$444K ﹤0.01%
+9,000
652
$443K ﹤0.01%
44,496
+10,664
653
$443K ﹤0.01%
+8,080
654
$442K ﹤0.01%
3,045
-303
655
$441K ﹤0.01%
6,150
-4,093
656
$439K ﹤0.01%
16,988
-1,918
657
$438K ﹤0.01%
18,000
-18,000
658
$436K ﹤0.01%
34,448
-18,688
659
$433K ﹤0.01%
10,187
-2,640
660
$430K ﹤0.01%
14,823
-3,485
661
$424K ﹤0.01%
26,371
-5
662
$420K ﹤0.01%
+4,589
663
$416K ﹤0.01%
+44,705
664
$406K ﹤0.01%
2,551
+277
665
$403K ﹤0.01%
5,627
-1,053
666
$403K ﹤0.01%
34,777
-18,708
667
$400K ﹤0.01%
24,675
-20,575
668
$393K ﹤0.01%
4,425
-841
669
$389K ﹤0.01%
10,453
-2,285
670
$384K ﹤0.01%
+10,392
671
$382K ﹤0.01%
+20,419
672
$370K ﹤0.01%
4,725
-2
673
$362K ﹤0.01%
+10,104
674
$362K ﹤0.01%
46,970
675
$360K ﹤0.01%
+10,863
25 26
27
28 29