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
376
$3.58M 0.02%
175,191
-461,872
377
$3.57M 0.02%
25,482
-3,285
378
$3.51M 0.02%
11,601
-64
379
$3.44M 0.02%
11,741
-1,399
380
$3.43M 0.02%
120,308
-2,172
381
$3.43M 0.02%
39,440
-629
382
$3.42M 0.02%
75,132
-482
383
$3.35M 0.02%
115,685
-628,395
384
$3.26M 0.01%
37,879
+1,209
385
$3.2M 0.01%
35,793
+774
386
$3.18M 0.01%
50,752
+710
387
$3.17M 0.01%
86,255
+5,640
388
$3.15M 0.01%
12,865
-560
389
$3.14M 0.01%
144,141
-48,951
390
$3.11M 0.01%
21,753
391
$3.05M 0.01%
31,219
-370
392
$3.01M 0.01%
90,037
-23,073
393
$2.96M 0.01%
25,336
-153
394
$2.96M 0.01%
47,400
-1,700
395
$2.94M 0.01%
24,557
-636
396
$2.92M 0.01%
146,780
397
$2.86M 0.01%
46,631
-12,870
398
$2.81M 0.01%
27,743
+1,129
399
$2.74M 0.01%
175,739
+4,009
400
$2.73M 0.01%
59,094
-2,864
14 15
16
17 18