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
201
$17.1M 0.08%
267,073
+1,078
202
$16.9M 0.08%
841,482
-27,116
203
$16.5M 0.07%
244,378
-2,107
204
$16.4M 0.07%
213,818
+18,091
205
$16.4M 0.07%
239,918
-5,896
206
$16.4M 0.07%
57,158
+500
207
$16.4M 0.07%
150,500
-23,803
208
$16.2M 0.07%
311,913
-38,161
209
$16.2M 0.07%
176,032
-787
210
$16.1M 0.07%
706,986
+186,429
211
$16M 0.07%
112,089
+412
212
$15.8M 0.07%
165,009
+1,480
213
$15.6M 0.07%
770,508
+2,152
214
$15.6M 0.07%
125,877
+2,343
215
$15.4M 0.07%
353,273
-225
216
$15.3M 0.07%
+1,352,261
217
$15.3M 0.07%
99,339
+17,499
218
$15.2M 0.07%
153,366
+44,824
219
$15.1M 0.07%
241,064
+24,827
220
$15M 0.07%
198,929
+370
221
$14.8M 0.07%
303,182
+102
222
$14.6M 0.07%
140,343
-2,155
223
$14.5M 0.06%
254,593
+1,551
224
$14.3M 0.06%
187,200
+7,897
225
$14.2M 0.06%
122,167
+1,117
7 8
9
10 11