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
376
$5.91M 0.01%
256,720
+150,000
377
$5.89M 0.01%
56,745
-60,834
378
$5.82M 0.01%
19,170
-2,321
379
$5.78M 0.01%
52,744
-91
380
$5.75M 0.01%
226,418
+107,418
381
$5.72M 0.01%
170,812
+65,935
382
$5.72M 0.01%
153,693
-11,156
383
$5.65M 0.01%
51,801
-2,314
384
$5.64M 0.01%
125,559
-359
385
$5.6M 0.01%
86,631
-15,376
386
$5.59M 0.01%
57,213
-9,838
387
$5.57M 0.01%
58,427
-1,421
388
$5.54M 0.01%
48,640
+32,504
389
$5.51M 0.01%
178,250
-2,815
390
$5.37M 0.01%
83,727
-30,802
391
$5.36M 0.01%
157,259
-4,629
392
$5.33M 0.01%
82,061
-1,068
393
$5.26M 0.01%
21,691
+172
394
$5.26M 0.01%
38,080
-1,658
395
$5.23M 0.01%
106,514
+986
396
$5.15M 0.01%
61,574
-7,768
397
$5.14M 0.01%
28,182
+756
398
$5.11M 0.01%
66,321
-4,540
399
$5.01M 0.01%
20,051
+11
400
$4.99M 0.01%
44,055
-1,224