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
526
$1.61M ﹤0.01%
30,227
-6,148
527
$1.59M ﹤0.01%
20,822
+830
528
$1.56M ﹤0.01%
39,407
+861
529
$1.55M ﹤0.01%
71,196
-237
530
$1.54M ﹤0.01%
93,510
-49,575
531
$1.53M ﹤0.01%
35,354
+3,074
532
$1.51M ﹤0.01%
19,504
-7,486
533
$1.5M ﹤0.01%
86,166
-32,607
534
$1.49M ﹤0.01%
36,712
+16,250
535
$1.49M ﹤0.01%
26,410
-5,175
536
$1.48M ﹤0.01%
58,511
-217
537
$1.48M ﹤0.01%
+17,599
538
$1.47M ﹤0.01%
20,390
+3,795
539
$1.45M ﹤0.01%
98,010
540
$1.45M ﹤0.01%
47,784
-27,693
541
$1.41M ﹤0.01%
10,641
+3
542
$1.39M ﹤0.01%
16,422
543
$1.39M ﹤0.01%
4,810
+59
544
$1.36M ﹤0.01%
62,306
-25,592
545
$1.36M ﹤0.01%
21,643
+1,260
546
$1.35M ﹤0.01%
57,145
-16,012
547
$1.34M ﹤0.01%
14,740
-618
548
$1.34M ﹤0.01%
23,389
+476
549
$1.34M ﹤0.01%
87,154
+808
550
$1.34M ﹤0.01%
5,677
20 21
22
23 24