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
251
$11.6M 0.05%
697,295
-8,200
252
$11.5M 0.05%
179,048
-16,011
253
$11.3M 0.05%
1,502,036
+639,394
254
$11M 0.05%
74,827
-218
255
$11M 0.05%
263,932
-725
256
$10.8M 0.05%
169,684
+1,472
257
$10.6M 0.05%
94,150
+13,616
258
$10.6M 0.05%
103,253
-860
259
$10.4M 0.05%
942,965
-760
260
$10.3M 0.05%
259,673
+300
261
$10.3M 0.05%
225,680
-67,112
262
$10.3M 0.05%
41,927
+138
263
$10.2M 0.05%
78,683
+376
264
$9.98M 0.04%
71,246
-963
265
$9.94M 0.04%
96,992
-77
266
$9.63M 0.04%
202,368
+2,181
267
$9.38M 0.04%
110,767
+14,143
268
$9.22M 0.04%
54,865
+30,445
269
$9.21M 0.04%
72,766
-965
270
$9.21M 0.04%
388,165
-10,748
271
$9.11M 0.04%
128,337
-310
272
$9.1M 0.04%
26,744
+4,775
273
$9.08M 0.04%
310,474
-15,689
274
$8.82M 0.04%
450,000
-29,446
275
$8.67M 0.04%
+300,082
9 10
11
12 13