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
101
$52.2M 0.22%
789,386
+8,381
102
$49.7M 0.21%
2,277,870
+1,339,870
103
$48.9M 0.21%
9,268,922
+3,000,553
104
$48.6M 0.21%
368,850
-151,875
105
$48.5M 0.21%
586,158
-40,298
106
$48.3M 0.21%
8,617,978
+2,531,161
107
$48.2M 0.21%
956,362
-61,213
108
$48.2M 0.21%
254,721
-137,113
109
$46.3M 0.2%
453,822
-161,042
110
$46.1M 0.2%
1,065,332
-42,552
111
$45.8M 0.2%
1,365,396
+280,827
112
$44.7M 0.19%
406,471
+19,001
113
$43.7M 0.19%
4,834,031
+504,299
114
$42.8M 0.18%
185,875
+154,809
115
$42.3M 0.18%
271,129
+5,868
116
$42.1M 0.18%
254,893
+4,153
117
$41.4M 0.18%
+1,508,071
118
$41.3M 0.18%
2,509,869
+1,195,141
119
$40.7M 0.17%
1,215,322
-975,943
120
$40.2M 0.17%
278,633
-1,426
121
$39.9M 0.17%
1,172,829
+147,437
122
$39.3M 0.17%
210,889
-202,944
123
$38.5M 0.17%
161,997
+160,523
124
$38.4M 0.16%
385,977
-98,463
125
$37.6M 0.16%
493,437
+10,990
3 4
5
6 7