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
826
$60K ﹤0.01%
16,408
-3,704
827
$55K ﹤0.01%
10,445
828
$54K ﹤0.01%
+12
829
$43K ﹤0.01%
12,000
830
$34K ﹤0.01%
100,000
831
$29K ﹤0.01%
10,000
832
$12K ﹤0.01%
10,000
833
$12K ﹤0.01%
27
834
$12K ﹤0.01%
15,335
835
$2K ﹤0.01%
13,518
836
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-2,700
837
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838
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839
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840
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841
– –
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842
– –
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843
– –
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844
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845
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846
– –
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847
– –
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848
– –
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849
– –
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850
– –
-11,331
32 33
34
35 36