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
576
$938K ﹤0.01%
97,320
577
$936K ﹤0.01%
66,028
-8,656
578
$934K ﹤0.01%
25,820
+2,500
579
$931K ﹤0.01%
42,498
-125
580
$918K ﹤0.01%
3
581
$918K ﹤0.01%
30,832
-61,035
582
$917K ﹤0.01%
49,627
-28,675
583
$907K ﹤0.01%
9,824
-109
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$906K ﹤0.01%
32,286
-66,442
585
$902K ﹤0.01%
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19,495
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587
$891K ﹤0.01%
11,805
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588
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15,503
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589
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43,952
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4,821
-7,890
591
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15,928
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592
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19,406
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593
$847K ﹤0.01%
13,467
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594
$840K ﹤0.01%
10,535
-294
595
$837K ﹤0.01%
13,078
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596
$836K ﹤0.01%
20,093
+9,044
597
$830K ﹤0.01%
11,567
-191
598
$821K ﹤0.01%
31,934
-6,635
599
$821K ﹤0.01%
9,533
-450
600
$816K ﹤0.01%
22,563