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
701
$458K ﹤0.01%
+15,637
702
$449K ﹤0.01%
2,915
+200
703
$448K ﹤0.01%
11,863
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704
$442K ﹤0.01%
4,694
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705
$442K ﹤0.01%
+27,654
706
$438K ﹤0.01%
7,976
-103
707
$437K ﹤0.01%
50,550
708
$437K ﹤0.01%
15,330
709
$434K ﹤0.01%
10,115
710
$432K ﹤0.01%
9,629
-3,871
711
$429K ﹤0.01%
7,509
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712
$424K ﹤0.01%
14,460
713
$424K ﹤0.01%
14,315
-4,407
714
$422K ﹤0.01%
55
-7
715
$421K ﹤0.01%
21,857
-62,591
716
$421K ﹤0.01%
7,535
-4,160
717
$420K ﹤0.01%
8,429
718
$417K ﹤0.01%
15,348
-22,903
719
$415K ﹤0.01%
10,046
720
$413K ﹤0.01%
5,828
721
$405K ﹤0.01%
9,266
+93
722
$403K ﹤0.01%
8,115
723
$402K ﹤0.01%
13,890
724
$402K ﹤0.01%
+3,309
725
$400K ﹤0.01%
16,988
-2,920