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
201
$14.7M 0.06%
228,835
-5,938
202
$14.4M 0.06%
569,087
-528,010
203
$14.3M 0.06%
784,988
-5,556
204
$14.3M 0.06%
172,101
-856
205
$14.3M 0.06%
648,929
+30,961
206
$14.2M 0.06%
158,422
+4,093
207
$14.2M 0.06%
415,628
+32,906
208
$14.2M 0.06%
503,344
-18,946
209
$13.9M 0.06%
239,867
-7,071
210
$13.6M 0.06%
159,128
-14,125
211
$13.6M 0.06%
267,276
+34,746
212
$13.3M 0.06%
958,584
-3,765,701
213
$13.3M 0.06%
93,926
-1,527
214
$13.2M 0.06%
141,467
-650,883
215
$13M 0.06%
167,135
+12,410
216
$12.9M 0.06%
86,784
-413,519
217
$12.6M 0.05%
168,799
-664
218
$12.6M 0.05%
1,524,369
+420,808
219
$12.5M 0.05%
139,419
+1,162
220
$12.5M 0.05%
109,240
+1,887
221
$12.4M 0.05%
432,056
-2,648,508
222
$12.1M 0.05%
186,264
+9,455
223
$12M 0.05%
134,301
-413
224
$12M 0.05%
173,428
-540
225
$12M 0.05%
94,010
+8,945
7 8
9
10 11