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

Top Buys

1 +$109M
2 +$105M
3 +$99.9M
4
LNG icon
Cheniere Energy
LNG
+$99.4M
5
PFE icon
Pfizer
PFE
+$94.1M

Top Sells

1 +$15.8B
2 +$4.04B
3 +$208M
4
RBA icon
RB Global
RBA
+$108M
5
SYK icon
Stryker
SYK
+$87.6M

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
276
$17.9M 0.04%
206,130
+62,707
277
$17.6M 0.04%
575,264
-16,950
278
$17.6M 0.04%
66,525
-85
279
$17M 0.04%
148,216
+44,511
280
$16.9M 0.04%
73,374
+8,204
281
$16.8M 0.04%
200,621
+50,321
282
$16.5M 0.04%
+138,802
283
$16.1M 0.04%
39,784
-3,217
284
$16M 0.04%
140,220
+58,326
285
$16M 0.04%
145,987
+655
286
$15.9M 0.03%
488,449
+24,924
287
$15.7M 0.03%
421,525
-6,076
288
$15.1M 0.03%
174,854
+53,662
289
$15.1M 0.03%
212,471
+50,837
290
$15M 0.03%
43,089
-563
291
$14.8M 0.03%
91,170
+448
292
$14.2M 0.03%
102,560
-15
293
$14M 0.03%
522,417
+158,528
294
$13.8M 0.03%
647,748
295
$13.5M 0.03%
307,529
+22,201
296
$13.3M 0.03%
550,659
+50,706
297
$13.2M 0.03%
461,445
-27,314
298
$13.2M 0.03%
74,098
-533
299
$13.2M 0.03%
350,300
+104,614
300
$13.1M 0.03%
189,551
-19,265