CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$1.18B 5.06%
7,483,897
-144,551
2
$1.06B 4.53%
10,825,480
+27,480
3
$927M 3.98%
14,586,352
-1,398,512
4
$495M 2.12%
3,075,020
-27,261
5
$383M 1.64%
3,124,304
-48,723
6
$380M 1.63%
4,223,116
-286,173
7
$356M 1.53%
2,717,788
-1,214
8
$353M 1.51%
6,067,680
-1,675,740
9
$346M 1.48%
1,386,278
+146,233
10
$329M 1.41%
2,702,105
-103,683
11
$315M 1.35%
989,394
-14,558
12
$303M 1.3%
1,255,284
-184,979
13
$295M 1.26%
1,897,200
-30,882
14
$289M 1.24%
3,663,780
+1,331,371
15
$289M 1.24%
1,019,384
-10,960
16
$287M 1.23%
1,319,411
-245,374
17
$285M 1.22%
7,248,568
+1,201,087
18
$271M 1.16%
4,670,780
-134,200
19
$267M 1.15%
1,431,504
-38,057
20
$264M 1.13%
2,202,138
+36,111
21
$259M 1.11%
2,723,253
+152,275
22
$257M 1.1%
5,634,262
+276,356
23
$250M 1.07%
1,866,517
-66,611
24
$244M 1.05%
1,565,047
+168,742
25
$238M 1.02%
1,690,722
+122,217
1
2 3 4 5