CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$733M 3.27%
9,759,900
+261,420
2
$709M 3.16%
6,978,585
+470,310
3
$570M 2.54%
14,445,700
+462,176
4
$518M 2.31%
39,183,913
+27,638,475
5
$451M 2.01%
18,326,917
-485,163
6
$417M 1.86%
4,275,715
+2,818
7
$390M 1.74%
7,522,720
+147,080
8
$371M 1.65%
2,808,834
+189,888
9
$289M 1.29%
1,534,334
-21,848
10
$270M 1.2%
1,705,766
-574,204
11
$269M 1.2%
1,078,437
+12,279
12
$266M 1.19%
2,064,225
+71,990
13
$247M 1.1%
1,952,209
-801
14
$243M 1.08%
1,413,737
+35,271
15
$238M 1.06%
3,165,080
+1,054,057
16
$231M 1.03%
1,021,889
+120,053
17
$230M 1.02%
2,510,753
+35,686
18
$229M 1.02%
2,521,056
+34,275
19
$224M 1%
5,178,579
+57,852
20
$222M 0.99%
10,075,444
-1,689,041
21
$212M 0.94%
1,603,724
+95,615
22
$209M 0.93%
935,045
+12,983
23
$206M 0.92%
11,620,019
-1,476,220
24
$206M 0.92%
1,082,653
+470,719
25
$197M 0.88%
1,783,514
+57,980
1
2 3 4 5