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
601
$808K ﹤0.01%
3,466
-889
602
$805K ﹤0.01%
17,112
-1,103
603
$805K ﹤0.01%
8,134
+2,556
604
$779K ﹤0.01%
25,795
-1,169
605
$779K ﹤0.01%
94,304
-1,591
606
$778K ﹤0.01%
17,972
-1,100
607
$763K ﹤0.01%
21,725
608
$762K ﹤0.01%
32,601
-4,530
609
$755K ﹤0.01%
24,063
-10,830
610
$754K ﹤0.01%
18,771
-16,983
611
$754K ﹤0.01%
8,255
-630
612
$748K ﹤0.01%
1,233,537
-119,701
613
$743K ﹤0.01%
1,714,739
-155,000
614
$740K ﹤0.01%
+46,555
615
$738K ﹤0.01%
17,249
+1,701
616
$734K ﹤0.01%
17,056
-14,381
617
$734K ﹤0.01%
14,054
+10,339
618
$727K ﹤0.01%
8,329
-301,175
619
$716K ﹤0.01%
31,864
+355
620
$715K ﹤0.01%
13,386
-9,096
621
$715K ﹤0.01%
9,956
-4,863
622
$711K ﹤0.01%
13,769
-1,800
623
$711K ﹤0.01%
15,686
-4,624
624
$710K ﹤0.01%
50,420
-103,075
625
$710K ﹤0.01%
40,015
+11,838
23 24
25
26 27