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
451
$1.96M 0.01%
95,831
+2,749
452
$1.95M 0.01%
44,919
+2,121
453
$1.95M 0.01%
40,100
+11,684
454
$1.94M 0.01%
22,815
455
$1.92M 0.01%
29,916
-3,135
456
$1.91M 0.01%
40,330
-2,075
457
$1.91M 0.01%
35,626
+3,094
458
$1.9M 0.01%
133,982
+12,509
459
$1.89M 0.01%
16,635
460
$1.89M 0.01%
59,243
+6,630
461
$1.87M 0.01%
+196,952
462
$1.86M 0.01%
40,093
-9,547
463
$1.85M 0.01%
16,936
+2,386
464
$1.84M 0.01%
65,307
+202
465
$1.83M 0.01%
20,013
+313
466
$1.82M 0.01%
+80,525
467
$1.81M 0.01%
53,583
+4,367
468
$1.77M 0.01%
10,529
-145
469
$1.76M 0.01%
49,045
+90
470
$1.75M 0.01%
22,465
-4,519
471
$1.75M 0.01%
20,861
-7,059
472
$1.75M 0.01%
101,216
-403,731
473
$1.74M 0.01%
20,790
-1,511
474
$1.72M 0.01%
36,524
-7,341
475
$1.72M 0.01%
16,028
-3,842
17 18
19
20 21