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
501
$2.02M ﹤0.01%
27,229
+10,531
502
$2.02M ﹤0.01%
133,450
-14,585
503
$2.01M ﹤0.01%
45,074
+3,821
504
$2.01M ﹤0.01%
17,459
-156
505
$2M ﹤0.01%
6,940
-203
506
$1.99M ﹤0.01%
20,915
-1,122
507
$1.97M ﹤0.01%
55,838
-13,854
508
$1.97M ﹤0.01%
20,825
-11,162
509
$1.96M ﹤0.01%
50,956
+3,477
510
$1.96M ﹤0.01%
22,568
+530
511
$1.91M ﹤0.01%
40,655
+1,200
512
$1.91M ﹤0.01%
7,302
-1,930
513
$1.9M ﹤0.01%
37,107
-497
514
$1.87M ﹤0.01%
254,690
+100
515
$1.84M ﹤0.01%
12,393
-55
516
$1.84M ﹤0.01%
23,676
+36
517
$1.82M ﹤0.01%
24,264
-265
518
$1.81M ﹤0.01%
38,976
+911
519
$1.81M ﹤0.01%
17,016
-104
520
$1.8M ﹤0.01%
104,355
+7,959
521
$1.79M ﹤0.01%
54,089
+507
522
$1.76M ﹤0.01%
48,033
-7,907
523
$1.69M ﹤0.01%
67,666
+51,713
524
$1.67M ﹤0.01%
75,437
-10,000
525
$1.63M ﹤0.01%
12,332
-1,952
19 20
21
22 23