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
601
$991K ﹤0.01%
12,374
+50
602
$975K ﹤0.01%
17,540
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603
$968K ﹤0.01%
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604
$958K ﹤0.01%
+13,797
605
$953K ﹤0.01%
10,540
-2,397
606
$936K ﹤0.01%
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$928K ﹤0.01%
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608
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609
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15,823
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611
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13,226
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$901K ﹤0.01%
2,621
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616
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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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$849K ﹤0.01%
6,203
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$842K ﹤0.01%
12,369
621
$841K ﹤0.01%
10,740
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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