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
826
$221K ﹤0.01%
+11,252
827
$220K ﹤0.01%
3,742
828
$219K ﹤0.01%
729
-24,269
829
$219K ﹤0.01%
3,146
-370
830
$218K ﹤0.01%
1,734
+200
831
$215K ﹤0.01%
1,410
832
$214K ﹤0.01%
10,000
833
$213K ﹤0.01%
1,885
834
$213K ﹤0.01%
3,530
-484
835
$209K ﹤0.01%
15,411
-83
836
$207K ﹤0.01%
3,172
-237
837
$207K ﹤0.01%
2,061
838
$206K ﹤0.01%
5,404
-2,396
839
$201K ﹤0.01%
+5,000
840
$160K ﹤0.01%
17,500
+6,500
841
$156K ﹤0.01%
12,000
842
$153K ﹤0.01%
10,122
+216
843
$147K ﹤0.01%
30,000
844
$133K ﹤0.01%
17,126
+186
845
$129K ﹤0.01%
3,500
846
$128K ﹤0.01%
+10,255
847
$122K ﹤0.01%
14,219
-194,115
848
$109K ﹤0.01%
+11,445
849
$99K ﹤0.01%
21,105
-38,795
850
$99K ﹤0.01%
29
32 33
34
35 36