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
326
$5.57M 0.02%
119,623
+26,652
327
$5.56M 0.02%
69,680
-9,728
328
$5.46M 0.02%
96,264
+1
329
$5.46M 0.02%
1,636,640
-5,647,200
330
$5.44M 0.02%
60,246
+18,629
331
$5.44M 0.02%
1,266,546
+60,183
332
$5.42M 0.02%
213,548
+40,057
333
$5.24M 0.02%
48,684
-1,278
334
$5.18M 0.02%
193,620
-14,090
335
$5.17M 0.02%
18,293
-5,760
336
$5.15M 0.02%
53,442
-1,975
337
$5.1M 0.02%
233,194
-70,324
338
$4.89M 0.02%
24,848
+9,931
339
$4.88M 0.02%
47,234
+7,917
340
$4.87M 0.02%
121,044
-106,761
341
$4.86M 0.02%
173,785
+3,301
342
$4.79M 0.02%
53,472
-8
343
$4.75M 0.02%
121,931
-5,773
344
$4.7M 0.02%
+500,216
345
$4.7M 0.02%
124,708
+1,684
346
$4.7M 0.02%
16,097
-7,103
347
$4.65M 0.02%
70,595
+694
348
$4.62M 0.02%
194,040
-25,076
349
$4.57M 0.02%
35,962
-15,972
350
$4.49M 0.02%
60,198
+1,133
12 13
14
15 16