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
301
$13M 0.03%
404,837
-79,352
302
$12.6M 0.03%
1,313,932
+707,912
303
$12.5M 0.03%
194,136
+57,612
304
$12.5M 0.03%
138,313
-7,116
305
$12.4M 0.03%
369,525
-15,598
306
$12.2M 0.03%
454,046
-205
307
$12.2M 0.03%
57,617
-5,964
308
$11.9M 0.03%
290,298
-103,248
309
$11.9M 0.03%
512,556
+14,697
310
$11.7M 0.03%
78,884
-1,749
311
$11.5M 0.03%
213,327
+68,345
312
$11.4M 0.03%
251,990
-13,156
313
$11.3M 0.02%
45,995
-1,042
314
$11.2M 0.02%
63,504
-2,449
315
$11.2M 0.02%
+157,766
316
$11M 0.02%
510,362
317
$10.9M 0.02%
256,397
-4,160
318
$10.8M 0.02%
46,095
-1,399
319
$10.7M 0.02%
1,975,461
+544,790
320
$10.4M 0.02%
155,595
+48,009
321
$10M 0.02%
92,236
+2,078
322
$9.87M 0.02%
52,498
+7,284
323
$9.77M 0.02%
153,375
-300
324
$9.68M 0.02%
39,470
+7,401
325
$9.68M 0.02%
771,617
-52,079
11 12
13
14 15