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
51
$132M 0.57%
2,102,754
-47,574
52
$127M 0.55%
2,169,060
-61,080
53
$120M 0.52%
618,395
+22,553
54
$119M 0.51%
1,328,275
-59,260
55
$119M 0.51%
685,958
-17,428
56
$117M 0.5%
816,015
+732,956
57
$116M 0.5%
1,766,964
+31,614
58
$109M 0.47%
2,260,784
-4,357
59
$109M 0.47%
1,503,469
-71,937
60
$108M 0.46%
4,571,989
61
$106M 0.45%
432,681
-87,168
62
$104M 0.45%
22,618,971
-14,997,067
63
$101M 0.44%
6,424,559
-1,669,946
64
$101M 0.43%
160,914
+55,615
65
$100M 0.43%
666,655
+12,072
66
$99.3M 0.43%
419,312
-230,048
67
$97.8M 0.42%
1,487,691
-5,602
68
$94.1M 0.4%
614,565
-21,054
69
$93.5M 0.4%
315,268
-11,241
70
$92.2M 0.4%
1,705,649
-66,920
71
$88.5M 0.38%
3,084,039
+382,874
72
$86.7M 0.37%
525,300
+4,338
73
$86.7M 0.37%
757,486
+196,679
74
$85.7M 0.37%
10,419,833
-853,992
75
$85.1M 0.37%
7,325,002
-2,248,080
1 2
3
4 5