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
551
$1.06M ﹤0.01%
25,064
-1,624
552
$1.06M ﹤0.01%
106,308
+82,410
553
$1.06M ﹤0.01%
68,500
-30,490
554
$1.04M ﹤0.01%
62,364
+30,741
555
$1.04M ﹤0.01%
26,026
-7,889
556
$1.04M ﹤0.01%
+150,000
557
$1.04M ﹤0.01%
43,041
+408
558
$1.04M ﹤0.01%
54,390
+37,336
559
$1.03M ﹤0.01%
15,907
+1,784
560
$1.02M ﹤0.01%
13,627
-4,834
561
$1.01M ﹤0.01%
28,213
562
$1.01M ﹤0.01%
20,410
-2,545
563
$1.01M ﹤0.01%
30,412
-2,159
564
$1M ﹤0.01%
22,223
-15,639
565
$1M ﹤0.01%
79,505
-6,200
566
$999K ﹤0.01%
+81,171
567
$994K ﹤0.01%
10,344
-265
568
$993K ﹤0.01%
14,930
-3,658
569
$988K ﹤0.01%
30,419
+7,074
570
$980K ﹤0.01%
18,107
-1,350
571
$975K ﹤0.01%
72,915
-1,878
572
$971K ﹤0.01%
20,318
-14,156
573
$970K ﹤0.01%
24,466
-4,415
574
$951K ﹤0.01%
8,710
-585
575
$950K ﹤0.01%
44,780
-13,480