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
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%
84,768
+952
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
17 18
19
20 21