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
551
$1.32M ﹤0.01%
6,628
-165
552
$1.31M ﹤0.01%
23,186
+11,802
553
$1.31M ﹤0.01%
3,000
-101,918
554
$1.31M ﹤0.01%
27,925
+731
555
$1.3M ﹤0.01%
11,758
-661
556
$1.3M ﹤0.01%
28,611
+681
557
$1.29M ﹤0.01%
17,744
-500
558
$1.29M ﹤0.01%
28,232
-12,449
559
$1.28M ﹤0.01%
32,125
+939
560
$1.28M ﹤0.01%
3,888
-140
561
$1.26M ﹤0.01%
13,154
+114
562
$1.26M ﹤0.01%
41,143
-1,847
563
$1.25M ﹤0.01%
12,081
-282
564
$1.25M ﹤0.01%
83,211
-979
565
$1.23M ﹤0.01%
30,800
-3,003
566
$1.21M ﹤0.01%
+15,223
567
$1.21M ﹤0.01%
38,762
-22,062
568
$1.21M ﹤0.01%
22,314
-7,604
569
$1.21M ﹤0.01%
42,906
+28
570
$1.19M ﹤0.01%
2,780
+15
571
$1.19M ﹤0.01%
3,133
-2,340
572
$1.18M ﹤0.01%
7,882
-2,332
573
$1.17M ﹤0.01%
+142,371
574
$1.17M ﹤0.01%
62,863
575
$1.15M ﹤0.01%
14,302
+3,032
21 22
23
24 25