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
451
$2.88M 0.01%
19,776
+320
452
$2.87M 0.01%
43,639
453
$2.82M 0.01%
43,236
-1,860
454
$2.77M 0.01%
42,384
+476
455
$2.77M 0.01%
23,720
-579
456
$2.75M 0.01%
27,454
-2,035
457
$2.7M 0.01%
18,808
-227
458
$2.65M 0.01%
47,309
+9,276
459
$2.61M 0.01%
39,856
-60
460
$2.58M 0.01%
23,575
-3,297
461
$2.55M 0.01%
144,166
462
$2.55M 0.01%
36,518
+668
463
$2.53M 0.01%
88,958
-2,596
464
$2.5M 0.01%
44,356
-2,512
465
$2.5M 0.01%
39,903
+906
466
$2.48M 0.01%
53,822
+4,600
467
$2.48M 0.01%
61,381
+3,198
468
$2.44M 0.01%
29,092
-184
469
$2.42M 0.01%
8,486
-1,897
470
$2.42M 0.01%
114,950
-300
471
$2.4M 0.01%
89,385
472
$2.37M 0.01%
137,477
-28,219
473
$2.37M 0.01%
3,003
-60
474
$2.37M 0.01%
42,173
+2,362
475
$2.36M 0.01%
37,124