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
526
$1.26M 0.01%
96,460
+10,513
527
$1.25M 0.01%
34,781
+1,066
528
$1.23M 0.01%
22,603
-1,230
529
$1.23M 0.01%
11,096
-5,268
530
$1.23M 0.01%
79,541
-95
531
$1.22M 0.01%
7,709
-303
532
$1.21M 0.01%
27,045
-34,080
533
$1.2M 0.01%
40,489
-5,892
534
$1.2M 0.01%
12,854
-3,186
535
$1.2M 0.01%
15,180
-18,197
536
$1.2M 0.01%
77,071
+81
537
$1.18M 0.01%
26,447
+7,880
538
$1.18M 0.01%
25,284
+10,643
539
$1.16M 0.01%
+13,954
540
$1.16M 0.01%
26,477
+4,182
541
$1.15M 0.01%
26,985
-5,715
542
$1.15M 0.01%
40,695
+3,464
543
$1.15M 0.01%
20,935
-925
544
$1.13M 0.01%
18,760
-429
545
$1.12M 0.01%
13,610
-5
546
$1.11M 0.01%
116,082
+3,437
547
$1.11M ﹤0.01%
101,600
548
$1.09M ﹤0.01%
36,581
-21,244
549
$1.09M ﹤0.01%
13,906
+1,148
550
$1.07M ﹤0.01%
19,842
+1,247