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
476
$1.71M 0.01%
86,876
+5,444
477
$1.7M 0.01%
49,607
-5,458
478
$1.67M 0.01%
55,269
-3,061
479
$1.66M 0.01%
31,421
+922
480
$1.66M 0.01%
91,465
+10,116
481
$1.64M 0.01%
74,085
-61,815
482
$1.63M 0.01%
33,119
-1,610
483
$1.62M 0.01%
27,463
-1,508
484
$1.62M 0.01%
57,402
-947
485
$1.6M 0.01%
49,005
-54,654
486
$1.6M 0.01%
24,632
+1,190
487
$1.57M 0.01%
27,412
+1,691
488
$1.56M 0.01%
99,984
+35,430
489
$1.55M 0.01%
75,206
+14,499
490
$1.54M 0.01%
30,287
+755
491
$1.54M 0.01%
92,210
+9,657
492
$1.52M 0.01%
23,433
-189
493
$1.51M 0.01%
82,726
+7,822
494
$1.5M 0.01%
56,242
+4,808
495
$1.5M 0.01%
17,865
-7,700
496
$1.49M 0.01%
78,268
+916
497
$1.49M 0.01%
20,804
-497
498
$1.48M 0.01%
12,367
-84,956
499
$1.48M 0.01%
112,368
-252,800
500
$1.48M 0.01%
81,801
+8,522