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
26
$196M 0.87%
746,662
-6
27
$192M 0.86%
1,392,275
+77,247
28
$189M 0.84%
5,541,311
+73,205
29
$186M 0.83%
1,815,007
+401,093
30
$181M 0.81%
1,382,120
+38,720
31
$179M 0.8%
2,436,139
-22,393
32
$179M 0.8%
3,419,880
-782,980
33
$177M 0.79%
2,642,513
+57,243
34
$176M 0.78%
3,814,427
-2,198
35
$169M 0.75%
2,335,143
+15,472
36
$169M 0.75%
734,691
+496,418
37
$166M 0.74%
513,998
+7,930
38
$161M 0.72%
2,202,955
-410,856
39
$157M 0.7%
2,748,773
-85,754
40
$151M 0.67%
3,352,502
-399,544
41
$150M 0.67%
1,378,904
+4,235
42
$149M 0.67%
3,340,808
+31,620
43
$146M 0.65%
7,274,952
-809,766
44
$142M 0.64%
757,273
-1,915
45
$142M 0.63%
2,502,224
+46,843
46
$139M 0.62%
+887,743
47
$138M 0.62%
900,977
+38,903
48
$137M 0.61%
1,607,247
+1,005,212
49
$136M 0.6%
2,603,473
-104,519
50
$135M 0.6%
2,064,005
+85,270
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