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
51
$134M 0.6%
607,755
+105,562
52
$127M 0.57%
2,789,368
+41,488
53
$127M 0.57%
3,431,605
+221,578
54
$119M 0.53%
2,339,667
-152,781
55
$114M 0.51%
3,754,495
-973,108
56
$113M 0.5%
722,440
+6,950
57
$113M 0.5%
705,438
-69
58
$112M 0.5%
284,225
+3,162
59
$110M 0.49%
794,997
+455,648
60
$109M 0.48%
4,596,666
-215,474
61
$106M 0.47%
1,664,942
+339,891
62
$105M 0.47%
1,567,602
+314,874
63
$105M 0.47%
939,030
-1,648
64
$103M 0.46%
1,811,460
-32,324
65
$103M 0.46%
385,728
+3,488
66
$102M 0.46%
798,511
+5,820
67
$102M 0.45%
1,580,175
+375,953
68
$101M 0.45%
2,335,668
-808,252
69
$101M 0.45%
2,108,450
+315,669
70
$100M 0.45%
679,824
+261,791
71
$97.1M 0.43%
1,190,875
-36,895
72
$96.2M 0.43%
854,122
-103,592
73
$93.3M 0.42%
2,187,441
+45,214
74
$92.9M 0.41%
859,506
+34,826
75
$92.9M 0.41%
546,461
-992
1 2
3
4 5