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
126
$37.1M 0.16%
882,094
+368,084
127
$36.5M 0.16%
2,335,822
-19,666
128
$34.8M 0.15%
41,115
-57
129
$34.4M 0.15%
778,383
+27,612
130
$34.3M 0.15%
120,335
-14,408
131
$34.3M 0.15%
265,992
-48,327
132
$33.9M 0.15%
566,846
+48,042
133
$33.8M 0.15%
1,091,672
+25,012
134
$33.2M 0.14%
1,142,324
-93,788
135
$33M 0.14%
556,232
-3,606
136
$32.2M 0.14%
849,615
+79,725
137
$31.8M 0.14%
587,960
-23,229
138
$30M 0.13%
312,855
+183,974
139
$29.6M 0.13%
4,492,080
+3,753,000
140
$29.3M 0.13%
341,711
-165,178
141
$29M 0.12%
252,508
+5,593
142
$28.6M 0.12%
308,134
-17,226
143
$28M 0.12%
274,546
-6,248
144
$27.9M 0.12%
624,255
-5,774
145
$27M 0.12%
710,657
+14,384
146
$26.9M 0.12%
189,199
-2,944
147
$26.1M 0.11%
137,604
+12,154
148
$25.5M 0.11%
109,866
-539
149
$25.1M 0.11%
252,723
-16,112
150
$24.9M 0.11%
584,787
+38,180
4 5
6
7 8