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
351
$4.47M 0.02%
118,300
352
$4.44M 0.02%
76,202
+2,031
353
$4.43M 0.02%
66,354
-27,519
354
$4.38M 0.02%
50,880
-3,968
355
$4.32M 0.02%
69,301
-784
356
$4.3M 0.02%
+78,468
357
$4.29M 0.02%
45,132
+3,159
358
$4.27M 0.02%
84,031
+696
359
$4.24M 0.02%
26,998
-424
360
$4.22M 0.02%
31,578
+2,414
361
$4.14M 0.02%
55,546
+5,107
362
$4.12M 0.02%
49,884
+405
363
$4.1M 0.02%
109,087
+101,971
364
$4.05M 0.02%
95,944
+56,941
365
$4.04M 0.02%
34,769
-19,175
366
$4.02M 0.02%
58,464
367
$4.01M 0.02%
122,629
-1,846,641
368
$4M 0.02%
49,560
-258,628
369
$3.92M 0.02%
26,253
+1,261
370
$3.89M 0.02%
48,284
+202
371
$3.82M 0.02%
260,336
-839
372
$3.8M 0.02%
61,331
+4,978
373
$3.66M 0.02%
62,029
-20,057
374
$3.63M 0.02%
45,664
-6,153
375
$3.62M 0.02%
40,644
+2,546
13 14
15
16 17