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
601
$991K ﹤0.01%
12,374
+50
602
$975K ﹤0.01%
17,540
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603
$968K ﹤0.01%
61,333
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604
$958K ﹤0.01%
+13,797
605
$953K ﹤0.01%
10,540
-2,397
606
$936K ﹤0.01%
10,353
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607
$928K ﹤0.01%
97,377
+33,820
608
$925K ﹤0.01%
7,927
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609
$919K ﹤0.01%
15,823
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610
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611
$909K ﹤0.01%
13,226
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$901K ﹤0.01%
2,621
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613
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614
$892K ﹤0.01%
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22,352
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7,716
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618
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20,095
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619
$849K ﹤0.01%
6,203
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620
$842K ﹤0.01%
12,369
621
$841K ﹤0.01%
10,740
+4,250
622
$841K ﹤0.01%
26,606
+1,397
623
$831K ﹤0.01%
+55,045
624
$828K ﹤0.01%
41,212
625
$826K ﹤0.01%
10,232
-130
23 24
25
26 27