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
751
$350K ﹤0.01%
+16,984
752
$348K ﹤0.01%
1,830
-167,555
753
$348K ﹤0.01%
19,590
-6,910
754
$346K ﹤0.01%
+30,325
755
$344K ﹤0.01%
10,740
756
$342K ﹤0.01%
3,694
-356,386
757
$342K ﹤0.01%
21,604
+8,798
758
$341K ﹤0.01%
+11,907
759
$340K ﹤0.01%
+10,825
760
$340K ﹤0.01%
125,000
761
$339K ﹤0.01%
30,296
-3,798,530
762
$339K ﹤0.01%
5,260
+540
763
$336K ﹤0.01%
12,057
-518
764
$334K ﹤0.01%
8,110
-14,075
765
$332K ﹤0.01%
4,847
766
$330K ﹤0.01%
2,737
-30
767
$328K ﹤0.01%
4,746
+872
768
$324K ﹤0.01%
13,320
-6,185
769
$319K ﹤0.01%
+13,543
770
$317K ﹤0.01%
38,500
771
$314K ﹤0.01%
4,809
772
$313K ﹤0.01%
11,573
+454
773
$310K ﹤0.01%
10,990
-499,906
774
$310K ﹤0.01%
9,510
775
$307K ﹤0.01%
14,545
-4,000
29 30
31
32 33