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
26
$385M 0.84%
820,651
+44,392
27
$372M 0.81%
4,387,555
+137,153
28
$365M 0.8%
1,783,062
+257,058
29
$363M 0.79%
1,750,235
+16,019
30
$356M 0.78%
682,404
-11,165
31
$351M 0.77%
1,812,095
-125,171
32
$333M 0.73%
2,398,318
-53,198
33
$329M 0.72%
1,689,913
-25,186
34
$323M 0.71%
12,268,095
+1,168,745
35
$321M 0.7%
1,917,581
+508
36
$315M 0.69%
2,464,318
-118,290
37
$314M 0.69%
797,403
+38,649
38
$308M 0.67%
572,875
-100,055
39
$308M 0.67%
3,455,386
-49,795
40
$307M 0.67%
2,719,255
-30,470
41
$302M 0.66%
1,752,339
-266,217
42
$300M 0.66%
2,377,959
-38,010
43
$297M 0.65%
1,604,973
+83,925
44
$296M 0.65%
2,108,424
-26,102
45
$293M 0.64%
9,326,607
+428,119
46
$291M 0.64%
3,256,212
+804,470
47
$287M 0.63%
1,824,191
+64,159
48
$281M 0.61%
2,293,424
+140,213
49
$276M 0.6%
2,316,741
+27,176
50
$267M 0.58%
1,187,314
-8,867