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
176
$18.9M 0.08%
317,532
+294,829
177
$18.8M 0.08%
251,813
+8,042
178
$18.3M 0.08%
224,331
-5,554
179
$18.2M 0.08%
326,349
+7,816
180
$18.1M 0.08%
296,050
-1,595
181
$18M 0.08%
377,159
+40,808
182
$17.7M 0.08%
330,221
+39,715
183
$17.5M 0.08%
55,846
+9
184
$17.5M 0.08%
152,397
-1,168
185
$17.3M 0.07%
168,832
-263
186
$17.3M 0.07%
601,085
-374,965
187
$17.3M 0.07%
763,073
-43,754
188
$17.2M 0.07%
238,247
-915
189
$17.1M 0.07%
141,201
+35,234
190
$16.8M 0.07%
135,916
+9,006
191
$16.5M 0.07%
62,974
+5,419
192
$16.4M 0.07%
5,063,973
+2,384,271
193
$15.9M 0.07%
150,105
+1,920
194
$15.8M 0.07%
824,050
+71,898
195
$15.7M 0.07%
86,966
+4,140
196
$15.5M 0.07%
138,522
+21,208
197
$15.3M 0.07%
263,520
-2,452
198
$15.2M 0.07%
713,839
+1,003
199
$14.9M 0.06%
430,388
+11,600
200
$14.9M 0.06%
45,839
+99
6 7
8
9 10