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
151
$31.1M 0.14%
920,760
+423,190
152
$31M 0.14%
794,892
+505,672
153
$30.5M 0.14%
479,809
+302,490
154
$30.1M 0.13%
271,381
+45,597
155
$30.1M 0.13%
394,116
+1,665
156
$29.8M 0.13%
1,451,577
-375,168
157
$29M 0.13%
418,818
-500,805
158
$28.5M 0.13%
607,001
+5,480
159
$28M 0.13%
1,417,967
+412,835
160
$27.5M 0.12%
306,536
-51,288
161
$27.5M 0.12%
134,948
+2,200
162
$27.2M 0.12%
198,739
+11,423
163
$27.2M 0.12%
915,155
-517,926
164
$26.9M 0.12%
1,423,344
165
$26.7M 0.12%
210,671
+4,761
166
$26.6M 0.12%
1,159,920
+165,765
167
$26M 0.12%
224,452
+1,759
168
$25.9M 0.12%
310,803
+2,744
169
$25.1M 0.11%
1,304,288
+193,972
170
$25M 0.11%
302,034
+663
171
$24.6M 0.11%
240,166
-112,422
172
$24.3M 0.11%
268,933
-268
173
$24.2M 0.11%
3,571,120
+720
174
$24.1M 0.11%
775,824
-270
175
$23.6M 0.11%
315,304
-445,725
5 6
7
8 9