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
401
$2.71M 0.01%
126,182
402
$2.68M 0.01%
26,077
+2,122
403
$2.62M 0.01%
+53,194
404
$2.61M 0.01%
64,116
405
$2.58M 0.01%
23,755
-11,555
406
$2.56M 0.01%
22,339
+20,004
407
$2.56M 0.01%
37,246
-7,242
408
$2.48M 0.01%
43,093
-48,942
409
$2.48M 0.01%
61,841
-6,300
410
$2.46M 0.01%
25,080
-45,215
411
$2.45M 0.01%
32,897
-2,389
412
$2.44M 0.01%
31,955
+176
413
$2.43M 0.01%
18,106
+430
414
$2.4M 0.01%
45,830
-4,148
415
$2.38M 0.01%
41,848
-995
416
$2.37M 0.01%
21,721
-1,152
417
$2.35M 0.01%
21,507
-3,014
418
$2.34M 0.01%
28,880
+2,695
419
$2.32M 0.01%
100,643
-191,624
420
$2.32M 0.01%
52,893
-23,129
421
$2.29M 0.01%
40,400
422
$2.28M 0.01%
26,387
+2,980
423
$2.28M 0.01%
19,820
-3,498
424
$2.27M 0.01%
48,288
+7,730
425
$2.26M 0.01%
34,581
+632