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
651
$598K ﹤0.01%
21,596
+34
652
$595K ﹤0.01%
11,347
-373
653
$593K ﹤0.01%
5,159
-918
654
$592K ﹤0.01%
41,635
+11,795
655
$586K ﹤0.01%
18,211
+57
656
$580K ﹤0.01%
50,000
657
$576K ﹤0.01%
4,429
-9,352
658
$574K ﹤0.01%
16,003
-848
659
$573K ﹤0.01%
88,498
660
$567K ﹤0.01%
11,954
661
$560K ﹤0.01%
21,694
-6,885
662
$559K ﹤0.01%
4,903
-2,895
663
$546K ﹤0.01%
3,398
-763
664
$542K ﹤0.01%
24,840
-2,198
665
$542K ﹤0.01%
+5,455
666
$539K ﹤0.01%
52,195
+1,266
667
$538K ﹤0.01%
7,357
668
$536K ﹤0.01%
18,035
-1,090,966
669
$530K ﹤0.01%
19,985
-665
670
$527K ﹤0.01%
44,016
-1,596
671
$527K ﹤0.01%
14,342
-8,728
672
$521K ﹤0.01%
8,605
-345
673
$517K ﹤0.01%
10,943
-10,087
674
$515K ﹤0.01%
8,193
-1,799
675
$513K ﹤0.01%
5,269
-11,596
25 26
27
28 29