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
776
$306K ﹤0.01%
13,608
777
$297K ﹤0.01%
12,099
-282
778
$297K ﹤0.01%
33,798
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$287K ﹤0.01%
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781
$284K ﹤0.01%
6,230
-2,970
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$283K ﹤0.01%
5,830
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$277K ﹤0.01%
11,553
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$273K ﹤0.01%
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$267K ﹤0.01%
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$267K ﹤0.01%
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$266K ﹤0.01%
10,217
-100,411
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155,200
+126,300
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8,230
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$260K ﹤0.01%
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3,618
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$258K ﹤0.01%
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795
$257K ﹤0.01%
455
796
$257K ﹤0.01%
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797
$252K ﹤0.01%
1,324
-178
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$250K ﹤0.01%
12,983
-322
799
$250K ﹤0.01%
12,809
+809
800
$245K ﹤0.01%
6,096