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
151
$24.8M 0.11%
894,559
+257,508
152
$24.5M 0.11%
166,073
+63,949
153
$24.3M 0.1%
83,023
-1,232
154
$23.9M 0.1%
699,882
-94,214
155
$23.5M 0.1%
418,544
-14,223
156
$23.4M 0.1%
81,039
-182
157
$23.1M 0.1%
964,149
-186,186
158
$22.6M 0.1%
443,196
-2,300
159
$22.5M 0.1%
258,450
-4,953
160
$21.8M 0.09%
+2,666,547
161
$21.2M 0.09%
257,566
+15,256
162
$21.2M 0.09%
111,311
-3,855
163
$20.7M 0.09%
708,536
+403,762
164
$20.7M 0.09%
861,140
+2,680
165
$20.5M 0.09%
450,512
-1,178,140
166
$20.4M 0.09%
307,886
-354
167
$20.4M 0.09%
257,496
+105,888
168
$20.1M 0.09%
273,217
+701
169
$19.7M 0.08%
145,000
+8,369
170
$19.7M 0.08%
2,294,932
+385,425
171
$19.7M 0.08%
+457,924
172
$19.6M 0.08%
228,078
-13,974
173
$19.5M 0.08%
153,708
-3,489
174
$19.2M 0.08%
229,684
-20,516
175
$18.9M 0.08%
943,740
-196,725
5 6
7
8 9