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
76
$84.6M 0.36%
1,959,758
+244,242
77
$82.1M 0.35%
625,779
-386,875
78
$79.2M 0.34%
326,782
-13,252
79
$79.1M 0.34%
348,293
+40,968
80
$77.3M 0.33%
2,119,041
-101,457
81
$76.7M 0.33%
1,277,965
-718,278
82
$73.8M 0.32%
1,751,573
-1,469,538
83
$73M 0.31%
399,393
+67,894
84
$71.8M 0.31%
386,529
+77,120
85
$71.2M 0.31%
503,222
-25,284
86
$70.6M 0.3%
314,779
-178,645
87
$70.1M 0.3%
4,951,397
-1,162,670
88
$68.9M 0.3%
267,210
+2,964
89
$67.1M 0.29%
581,061
+33,270
90
$64.6M 0.28%
1,062,448
-710,620
91
$62.7M 0.27%
1,016,022
-35,884
92
$61M 0.26%
1,799,830
-416,188
93
$60.2M 0.26%
1,804,189
-128,701
94
$60M 0.26%
1,355,301
+235,095
95
$58.8M 0.25%
837,854
-282,626
96
$58.1M 0.25%
355,809
-3,924
97
$56.5M 0.24%
166,574
+134,853
98
$54.2M 0.23%
1,014,500
+220,993
99
$54M 0.23%
323,542
-39,614
100
$52.4M 0.22%
258,669
-13,971
2 3
4
5 6