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
$45.7B
AUM Growth
+$568M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
939
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$107M
3
+$99.9M
4
LNG icon
Cheniere Energy
LNG
+$96.6M
5
WDAY icon
Workday
WDAY
+$88.6M

Top Sells

1
+$208M
2
+$207M
3
+$108M
4
SYK icon
Stryker
SYK
+$83M
5
MDLZ icon
Mondelez International
MDLZ
+$70.2M

Sector Composition

1 Technology 25.25%
2 Healthcare 13.87%
3 Financials 12.23%
4 Consumer Discretionary 8.36%
5 Industrials 7.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$25.3M 0.06%
427,595
+129,515
252
$25.2M 0.06%
482,030
-12,355
253
$24.8M 0.05%
241,325
+7,390
254
$23.8M 0.05%
405,130
+75,387
255
$23.4M 0.05%
347,662
+103,982
256
$23.4M 0.05%
637,981
+194,039
257
$23.2M 0.05%
404,953
+115,680
258
$22.9M 0.05%
280,846
+76,764
259
$22.9M 0.05%
519,700
+67,970
260
$21.8M 0.05%
318,687
+313,670
261
$21.4M 0.05%
731,126
+17,352
262
$21.2M 0.05%
1,331,021
-254,549
263
$21.2M 0.05%
188,825
+46,020
264
$21.1M 0.05%
180,321
+86,684
265
$20.6M 0.05%
190,483
-2,964
266
$20.3M 0.04%
72,514
-3,343
267
$19.8M 0.04%
58,763
+17,643
268
$19.6M 0.04%
128,178
+71,049
269
$19.6M 0.04%
240,374
+27,602
270
$19.2M 0.04%
41,783
+20,264
271
$19.1M 0.04%
85,603
+6,547
272
$18.6M 0.04%
460,583
+6,452
273
$18.6M 0.04%
290,807
-39,898
274
$18.3M 0.04%
193,742
+54,486
275
$18.2M 0.04%
+145,056
9 10
11
12 13