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
976
– –
-2,966
977
– –
-16,579
978
– –
-667
979
– –
-58,929
980
– –
-74,855
981
– –
-3,721
982
– –
-28,867
983
– –
-20,056
984
– –
-11,275
985
– –
-12,152
986
– –
-25,000
987
– –
-85,545
988
– –
-42,147
989
– –
-20,547
990
– –
-833
991
– –
-49,464
992
– –
-6,027
993
– –
-6,425
994
– –
-21,820
995
– –
-632
996
– –
-29,516
997
– –
-10,395
998
– –
-58,032
999
– –
-1,806,354
1000
– –
-2,543,379
37 38 39
40
41