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
676
$513K ﹤0.01%
39,634
-40,450
677
$505K ﹤0.01%
27,100
678
$504K ﹤0.01%
18,932
-4,197
679
$502K ﹤0.01%
5,352
+41
680
$501K ﹤0.01%
528
+12
681
$498K ﹤0.01%
26,331
-388,925
682
$495K ﹤0.01%
6,676
-17,452
683
$494K ﹤0.01%
16,333
+61
684
$494K ﹤0.01%
5,900
-250
685
$494K ﹤0.01%
3,283
686
$493K ﹤0.01%
8,301
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687
$491K ﹤0.01%
+4,570
688
$488K ﹤0.01%
41,277
-2,440
689
$478K ﹤0.01%
46,970
690
$478K ﹤0.01%
7,686
691
$477K ﹤0.01%
22,670
692
$475K ﹤0.01%
5,020
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693
$475K ﹤0.01%
27,892
+162
694
$471K ﹤0.01%
32,173
+1,941
695
$470K ﹤0.01%
2,484
696
$468K ﹤0.01%
7,450
697
$466K ﹤0.01%
4,985
698
$462K ﹤0.01%
12,084
-4,089
699
$462K ﹤0.01%
17,455
700
$459K ﹤0.01%
9,521
26 27
28
29 30