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
626
$706K ﹤0.01%
+27,130
627
$702K ﹤0.01%
22,100
-1,502
628
$699K ﹤0.01%
21,762
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629
$699K ﹤0.01%
+34,892
630
$697K ﹤0.01%
4,796
631
$696K ﹤0.01%
11,449
-1,051
632
$683K ﹤0.01%
32,650
-121,688
633
$682K ﹤0.01%
17,440
-1,450
634
$661K ﹤0.01%
66,390
+5,148
635
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13,524
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637
$646K ﹤0.01%
9,677
+21
638
$644K ﹤0.01%
17,435
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639
$643K ﹤0.01%
27,007
640
$640K ﹤0.01%
24,433
641
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5,732
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642
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22,913
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643
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17,249
-2,094
644
$629K ﹤0.01%
63,920
-61,770
645
$620K ﹤0.01%
8,345
-215
646
$619K ﹤0.01%
21,834
+683
647
$615K ﹤0.01%
26,189
-10,497
648
$614K ﹤0.01%
156,129
+24,910
649
$610K ﹤0.01%
12,029
650
$608K ﹤0.01%
7,273
+936
24 25
26
27 28