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
476
$2.35M 0.01%
61,523
+29,291
477
$2.35M 0.01%
93,301
+2,795
478
$2.32M 0.01%
+89,232
479
$2.32M 0.01%
9,123
-35
480
$2.31M 0.01%
15,641
+198
481
$2.31M 0.01%
14,520
+11,321
482
$2.3M 0.01%
23,212
+744
483
$2.29M 0.01%
201,013
+1,074
484
$2.25M ﹤0.01%
5,481
+380
485
$2.24M ﹤0.01%
36,783
+4,160
486
$2.21M ﹤0.01%
34,943
-42
487
$2.21M ﹤0.01%
57,239
-10,149
488
$2.18M ﹤0.01%
34,191
-2,386
489
$2.17M ﹤0.01%
13,584
-8,851
490
$2.16M ﹤0.01%
37,115
-20,933
491
$2.14M ﹤0.01%
22,677
-3,250
492
$2.14M ﹤0.01%
16,844
-237
493
$2.13M ﹤0.01%
+107,736
494
$2.11M ﹤0.01%
122,489
+36,001
495
$2.1M ﹤0.01%
59,489
-857
496
$2.07M ﹤0.01%
30,685
-2,674
497
$2.07M ﹤0.01%
25,538
-2,476
498
$2.05M ﹤0.01%
25,206
-442
499
$2.03M ﹤0.01%
97,594
-22,338
500
$2.03M ﹤0.01%
10,007
-1,832