CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$420M
2
+$140M
3
+$123M
4
CI icon
Cigna
CI
+$98.2M
5
ZTS icon
Zoetis
ZTS
+$90.5M

Top Sells

1
+$425M
2
+$172M
3
+$144M
4
SEP
Spectra Engy Parters Lp
SEP
+$124M
5
AMT icon
American Tower
AMT
+$89.8M

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
926
– –
-8,506
927
– –
-13,662
928
– –
-74,771
929
– –
-161,600
930
– –
-12,395
931
– –
-13,985
932
– –
-19,390
933
– –
-17,700
934
– –
-3,009
935
– –
-33,251
936
– –
-25,000
937
– –
-60,717
938
– –
-8,496
939
– –
-22,450
940
– –
-13,066
941
– –
-149,010
942
– –
-3,975
943
– –
-26,024
944
– –
-23,000
945
– –
-12,072
946
– –
-16,776
947
– –
-6,327
948
– –
-4,254
949
– –
-23,680
950
– –
-4,405
36 37
38
39 40