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
426
$3.96M 0.01%
97,796
-28,228
427
$3.94M 0.01%
22,918
+407
428
$3.92M 0.01%
649,785
-8,499
429
$3.84M 0.01%
21,273
+801
430
$3.79M 0.01%
24,463
431
$3.75M 0.01%
23,276
+885
432
$3.71M 0.01%
95,612
+20,220
433
$3.61M 0.01%
32,307
+3,979
434
$3.6M 0.01%
30,506
435
$3.59M 0.01%
43,017
-1,606
436
$3.57M 0.01%
39,770
-99
437
$3.55M 0.01%
19,365
-302,214
438
$3.47M 0.01%
50,788
439
$3.46M 0.01%
26,120
-596
440
$3.46M 0.01%
166,758
+150,050
441
$3.45M 0.01%
24,903
-5,842
442
$3.24M 0.01%
62,188
+1,678
443
$3.21M 0.01%
95,245
-127
444
$3.21M 0.01%
91,475
-1,556
445
$3.19M 0.01%
26,180
-13,419
446
$3.15M 0.01%
41,281
+301
447
$3.15M 0.01%
21,789
+349
448
$3.03M 0.01%
71,090
+28,150
449
$2.98M 0.01%
233,945
-2,492
450
$2.97M 0.01%
17,095
-545