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
$22.4B
AUM Growth
-$3.95B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,006
New
Increased
Reduced
Closed

Top Buys

1
+$365M
2
+$139M
3
+$114M
4
ADI icon
Analog Devices
ADI
+$89.7M
5
CI icon
Cigna
CI
+$89.4M

Top Sells

1
+$425M
2
+$172M
3
+$144M
4
SEP
Spectra Engy Parters Lp
SEP
+$124M
5
AMT icon
American Tower
AMT
+$90.8M

Sector Composition

1 Technology 18.7%
2 Healthcare 15.86%
3 Energy 14.48%
4 Financials 12.87%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$14.2M 0.06%
237,598
+664
227
$14.1M 0.06%
121,845
-1,421
228
$13.8M 0.06%
444,969
+436,574
229
$13.8M 0.06%
178,660
+123,323
230
$13.7M 0.06%
364,828
+6,200
231
$13.5M 0.06%
219,816
-2,468
232
$13.4M 0.06%
54,587
+36
233
$13.4M 0.06%
89,468
-93
234
$13.4M 0.06%
237,776
+11,151
235
$13.2M 0.06%
811,589
+571,389
236
$13.1M 0.06%
389,735
+23,543
237
$12.9M 0.06%
92,275
+679
238
$12.8M 0.06%
98,885
+7,992
239
$12.7M 0.06%
353,184
-32,665
240
$12.6M 0.06%
148,370
+47,845
241
$12.5M 0.06%
83,661
-37
242
$12.4M 0.06%
479,676
+53,292
243
$12.4M 0.06%
216,294
+1,547
244
$12.1M 0.05%
563,047
-38,866
245
$12.1M 0.05%
+477,141
246
$12M 0.05%
84,322
+10,789
247
$12M 0.05%
508,537
+4,097
248
$11.8M 0.05%
128,227
+502
249
$11.7M 0.05%
174,435
-7,178
250
$11.7M 0.05%
143,054
-4,014
8 9
10
11 12