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
76
$92.7M 0.41%
708,223
+34,366
77
$92.6M 0.41%
1,079,103
+1,044,995
78
$89.8M 0.4%
2,764,081
+613,411
79
$88.6M 0.39%
2,459,101
+567,278
80
$87.5M 0.39%
1,002,895
-148,356
81
$87.3M 0.39%
1,877,815
+953,919
82
$87.2M 0.39%
468,504
-15,560
83
$86.9M 0.39%
662,433
-7,122
84
$83.7M 0.37%
1,414,764
+361,904
85
$82.5M 0.37%
5,366,553
-827,869
86
$80.6M 0.36%
2,240,298
-2,794
87
$80M 0.36%
1,512,154
+2,112
88
$79.7M 0.36%
1,765,160
-932,439
89
$78.9M 0.35%
1,043,537
+3,590
90
$76.1M 0.34%
3,411,011
+1,169,089
91
$73.9M 0.33%
878,585
+343,828
92
$73.1M 0.33%
1,243,933
+894,079
93
$69M 0.31%
503,938
+775
94
$68.6M 0.31%
1,587,177
+643,258
95
$68.6M 0.31%
274,582
+37,359
96
$67.3M 0.3%
1,595,046
+810,795
97
$67M 0.3%
1,241,578
+71,185
98
$66M 0.29%
1,463,714
-9,701
99
$65.6M 0.29%
353,294
-16,048
100
$64.9M 0.29%
3,226,850
+508,276
2 3
4
5 6