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
401
$4.97M 0.01%
+1,243,234
402
$4.97M 0.01%
+656,486
403
$4.96M 0.01%
59,554
+44,297
404
$4.91M 0.01%
11,795
-155
405
$4.83M 0.01%
16,122
-303
406
$4.79M 0.01%
+71,255
407
$4.74M 0.01%
42,313
+1,125
408
$4.74M 0.01%
350,000
409
$4.63M 0.01%
33,573
+11,114
410
$4.58M 0.01%
263,172
-102
411
$4.54M 0.01%
+99,981
412
$4.51M 0.01%
31,589
-15,136
413
$4.37M 0.01%
1,620
-135
414
$4.37M 0.01%
879,844
415
$4.35M 0.01%
101,616
+57,167
416
$4.33M 0.01%
39,637
+27
417
$4.3M 0.01%
20,874
-482
418
$4.22M 0.01%
264,600
-15,274
419
$4.17M 0.01%
3,017
420
$4.07M 0.01%
34,856
-1,387
421
$4.05M 0.01%
150,002
422
$4.04M 0.01%
133,243
-7,791
423
$4.04M 0.01%
+174,376
424
$4.02M 0.01%
19,994
-1,613
425
$3.97M 0.01%
53,441
-112
15 16
17
18 19