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
576
$1.14M ﹤0.01%
20,251
+8
577
$1.13M ﹤0.01%
15,292
-298
578
$1.13M ﹤0.01%
15,155
+4
579
$1.12M ﹤0.01%
6,070
-3,013
580
$1.12M ﹤0.01%
84,593
+36,233
581
$1.12M ﹤0.01%
27,856
-160
582
$1.1M ﹤0.01%
17,519
583
$1.08M ﹤0.01%
16,860
-130
584
$1.08M ﹤0.01%
34,818
+14
585
$1.08M ﹤0.01%
49,463
+8,520
586
$1.06M ﹤0.01%
4,495
587
$1.06M ﹤0.01%
16,750
+429
588
$1.06M ﹤0.01%
53,200
589
$1.04M ﹤0.01%
21,956
-1,909
590
$1.04M ﹤0.01%
12,068
-124
591
$1.04M ﹤0.01%
54,180
-59,952
592
$1.04M ﹤0.01%
6,278
+121
593
$1.04M ﹤0.01%
10,090
594
$1.04M ﹤0.01%
2
-1
595
$1.03M ﹤0.01%
17,822
-57
596
$1.02M ﹤0.01%
18,886
-414
597
$1.02M ﹤0.01%
19,607
598
$1.01M ﹤0.01%
48,514
+2,155
599
$1.01M ﹤0.01%
52,404
+1,225
600
$994K ﹤0.01%
6,319
+486
22 23
24
25 26