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
726
$398K ﹤0.01%
46,168
+20,448
727
$397K ﹤0.01%
39,745
-1,571
728
$395K ﹤0.01%
38,417
729
$392K ﹤0.01%
12,101
-37
730
$391K ﹤0.01%
15,920
731
$390K ﹤0.01%
21,670
-5,000
732
$383K ﹤0.01%
+35,370
733
$374K ﹤0.01%
11,238
+6,238
734
$371K ﹤0.01%
+10,945
735
$364K ﹤0.01%
5,052
736
$363K ﹤0.01%
15,425
-21,213
737
$362K ﹤0.01%
50,930
+3,933
738
$362K ﹤0.01%
1,270
+9
739
$362K ﹤0.01%
28,751
740
$362K ﹤0.01%
12,469
-847
741
$362K ﹤0.01%
22,005
-3,813
742
$362K ﹤0.01%
20,000
743
$360K ﹤0.01%
8,552
-3,990
744
$359K ﹤0.01%
30,000
745
$355K ﹤0.01%
13,772
-440
746
$354K ﹤0.01%
+13,945
747
$354K ﹤0.01%
39,600
748
$351K ﹤0.01%
10,520
749
$351K ﹤0.01%
5,568
+138
750
$350K ﹤0.01%
22,136
28 29
30
31 32