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
751
$253K ﹤0.01%
9,416
+1,500
752
$251K ﹤0.01%
11,500
753
$251K ﹤0.01%
3,492
-330
754
$251K ﹤0.01%
22,576
755
$251K ﹤0.01%
4,416
-6,664
756
$251K ﹤0.01%
4,537
-2,273
757
$250K ﹤0.01%
14,974
+177
758
$249K ﹤0.01%
+287
759
$249K ﹤0.01%
+12,834
760
$248K ﹤0.01%
50,466
+20,052
761
$247K ﹤0.01%
3,576
-22,282
762
$246K ﹤0.01%
7,000
-7,000
763
$245K ﹤0.01%
16,473
-20,000
764
$244K ﹤0.01%
18,434
765
$244K ﹤0.01%
100,127
-818
766
$242K ﹤0.01%
176
-10
767
$240K ﹤0.01%
35,135
768
$240K ﹤0.01%
10,740
769
$239K ﹤0.01%
4,350
-116
770
$238K ﹤0.01%
9,811
-2,465
771
$236K ﹤0.01%
21,120
772
$234K ﹤0.01%
8,702
+25
773
$232K ﹤0.01%
+38,578
774
$231K ﹤0.01%
6,081
775
$229K ﹤0.01%
4,744
+1
29 30
31
32 33