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
326
$9.64M 0.02%
34,080
-398
327
$9.59M 0.02%
222,083
-14,739
328
$9.58M 0.02%
46,811
-12,340
329
$9.58M 0.02%
97,777
+5,344
330
$9.39M 0.02%
172,559
-5,295
331
$9.3M 0.02%
177,268
-200,459
332
$9.24M 0.02%
145,247
-2,125
333
$9.24M 0.02%
491,653
+323,296
334
$9.23M 0.02%
87,033
+8,696
335
$9.03M 0.02%
128,483
-4,199
336
$9.02M 0.02%
853,988
337
$8.76M 0.02%
99,934
-215
338
$8.44M 0.02%
104,502
-928
339
$8.38M 0.02%
33,805
-151
340
$8.38M 0.02%
65,355
-3,014
341
$8.26M 0.02%
110,047
-1,937
342
$8.21M 0.02%
17,133
+234
343
$8.17M 0.02%
106,533
+395
344
$8.15M 0.02%
554,260
-92,909
345
$8.06M 0.02%
135,831
-14,907
346
$7.99M 0.02%
40,933
+39,978
347
$7.91M 0.02%
64,551
+781
348
$7.87M 0.02%
90,500
-4,544
349
$7.82M 0.02%
55,519
-1,732
350
$7.79M 0.02%
+30,925
12 13
14
15 16