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
701
$324K ﹤0.01%
20,000
702
$323K ﹤0.01%
20,280
-54
703
$323K ﹤0.01%
5,440
-2,440
704
$320K ﹤0.01%
30,000
705
$316K ﹤0.01%
32,517
-26,343
706
$312K ﹤0.01%
+10,152
707
$310K ﹤0.01%
15,882
+1,750
708
$310K ﹤0.01%
7,726
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$309K ﹤0.01%
5,456
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710
$307K ﹤0.01%
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711
$307K ﹤0.01%
38,417
712
$306K ﹤0.01%
9,319
-2,862
713
$304K ﹤0.01%
2,749
-34
714
$302K ﹤0.01%
3,603
-380
715
$302K ﹤0.01%
12,820
+2,025
716
$301K ﹤0.01%
23,132
-11,389
717
$297K ﹤0.01%
2,692
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718
$296K ﹤0.01%
22,136
719
$295K ﹤0.01%
125,000
720
$290K ﹤0.01%
7,221
-4,024
721
$287K ﹤0.01%
415
722
$287K ﹤0.01%
28,476
+1,944
723
$285K ﹤0.01%
+11,400
724
$283K ﹤0.01%
56,287
-87,666
725
$283K ﹤0.01%
+11,413
27 28
29
30 31