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
801
$243K ﹤0.01%
22,902
+34
802
$242K ﹤0.01%
9,530
+1,290
803
$242K ﹤0.01%
31,661
-5,131
804
$241K ﹤0.01%
10,458
-4,622
805
$238K ﹤0.01%
3,973
806
$238K ﹤0.01%
18,434
807
$237K ﹤0.01%
30,000
808
$233K ﹤0.01%
8,850
809
$233K ﹤0.01%
5,253
-120
810
$232K ﹤0.01%
7,331
+1,516
811
$232K ﹤0.01%
+12,118
812
$231K ﹤0.01%
1,719
-6,544
813
$231K ﹤0.01%
10,131
+88
814
$228K ﹤0.01%
6,425
-325
815
$228K ﹤0.01%
1,406
816
$228K ﹤0.01%
3,275
+400
817
$226K ﹤0.01%
3,220
-300
818
$225K ﹤0.01%
22,213
819
$225K ﹤0.01%
12,249
-9,127
820
$224K ﹤0.01%
2,690
-363
821
$223K ﹤0.01%
3,730
-342
822
$223K ﹤0.01%
7,500
823
$223K ﹤0.01%
3,615
-4,300
824
$222K ﹤0.01%
+4,115
825
$222K ﹤0.01%
16,166
+79
31 32
33
34 35