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
351
$7.74M 0.02%
17,513
+10,609
352
$7.56M 0.02%
33,344
-564
353
$7.52M 0.02%
80,666
-877
354
$7.5M 0.02%
422,812
-47,337
355
$7.47M 0.02%
866,597
356
$7.44M 0.02%
402,041
357
$7.41M 0.02%
149,052
+11,065
358
$7.4M 0.02%
235,395
-446
359
$7.29M 0.02%
414,631
-5,436
360
$7.06M 0.02%
53,489
-9,028
361
$7.01M 0.02%
519,090
+391,066
362
$7M 0.02%
110,930
-2,310
363
$6.83M 0.01%
87,359
+24,694
364
$6.82M 0.01%
40,292
+363
365
$6.76M 0.01%
+416,334
366
$6.67M 0.01%
103,219
+68,723
367
$6.57M 0.01%
93,213
+3,066
368
$6.56M 0.01%
222,272
-8,870
369
$6.45M 0.01%
70,780
+13,795
370
$6.38M 0.01%
185,540
+122,687
371
$6.34M 0.01%
544,322
+426,638
372
$6.23M 0.01%
55,292
+288
373
$6.14M 0.01%
37,654
+4,292
374
$5.97M 0.01%
582,262
-14,676
375
$5.94M 0.01%
87,143
-14,532