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
501
$1.47M 0.01%
39,573
-256
502
$1.47M 0.01%
27,435
-730
503
$1.44M 0.01%
8,601
+722
504
$1.43M 0.01%
16,025
+9,245
505
$1.42M 0.01%
114,160
+34,160
506
$1.41M 0.01%
24,800
507
$1.4M 0.01%
50,987
-2,960
508
$1.39M 0.01%
91,476
-16,124
509
$1.39M 0.01%
54,903
-5,145
510
$1.38M 0.01%
18,819
+266
511
$1.37M 0.01%
88,220
512
$1.36M 0.01%
100,802
-4,399
513
$1.35M 0.01%
87,540
+1,000
514
$1.34M 0.01%
23,402
-7,459
515
$1.34M 0.01%
47,812
-5,493
516
$1.33M 0.01%
93,012
+5,172
517
$1.31M 0.01%
26,659
-1,596
518
$1.31M 0.01%
63,051
-2,423
519
$1.31M 0.01%
105,458
+35,684
520
$1.31M 0.01%
16,600
-1,440
521
$1.3M 0.01%
13,552
+144
522
$1.3M 0.01%
25,247
-4,068
523
$1.29M 0.01%
16,275
-930
524
$1.27M 0.01%
96,260
-106,620
525
$1.27M 0.01%
82,100
-7,441
19 20
21
22 23