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
301
$7.08M 0.03%
103,038
-1,044
302
$7.04M 0.03%
60,179
-3,822
303
$7.03M 0.03%
58,749
+55,647
304
$7.03M 0.03%
61,717
+121
305
$7.03M 0.03%
+77,978
306
$6.96M 0.03%
175,615
+10,695
307
$6.84M 0.03%
70,222
-173
308
$6.62M 0.03%
66,299
+42,970
309
$6.53M 0.03%
48,578
-35,679
310
$6.5M 0.03%
40,324
-17,910
311
$6.47M 0.03%
97,861
+7,356
312
$6.37M 0.03%
103,317
-7,775
313
$6.32M 0.03%
64,537
-37,538
314
$6.29M 0.03%
309,650
315
$6.1M 0.03%
39,704
+5,070
316
$5.92M 0.03%
91,230
-9,849
317
$5.9M 0.03%
314,607
+300,036
318
$5.89M 0.03%
+80,378
319
$5.87M 0.03%
68,159
+7,046
320
$5.86M 0.03%
154,960
-1,042
321
$5.82M 0.03%
155,729
+33,746
322
$5.79M 0.03%
106,916
+11,204
323
$5.61M 0.03%
107,812
+4,499
324
$5.6M 0.03%
140,072
-5,000
325
$5.58M 0.02%
79,066
+44,896
11 12
13
14 15