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
626
$823K ﹤0.01%
17,021
-4,819
627
$792K ﹤0.01%
20,000
-899
628
$787K ﹤0.01%
+5,277
629
$785K ﹤0.01%
12,400
630
$776K ﹤0.01%
+28,032
631
$774K ﹤0.01%
+12,364
632
$772K ﹤0.01%
15,560
633
$755K ﹤0.01%
+21,692
634
$736K ﹤0.01%
2,870
+3
635
$733K ﹤0.01%
7,103
-270
636
$726K ﹤0.01%
14,734
-8,083
637
$724K ﹤0.01%
62,229
+19,008
638
$724K ﹤0.01%
1,007
-56
639
$716K ﹤0.01%
+11,185
640
$688K ﹤0.01%
27,092
641
$687K ﹤0.01%
21,336
642
$684K ﹤0.01%
46,485
+6,914
643
$672K ﹤0.01%
25,000
+5,000
644
$668K ﹤0.01%
21,675
645
$661K ﹤0.01%
100,000
-155,897
646
$655K ﹤0.01%
13,026
647
$650K ﹤0.01%
6,775
-140
648
$649K ﹤0.01%
5,603
649
$646K ﹤0.01%
10,809
-750
650
$639K ﹤0.01%
35,824
-1,632
24 25
26
27 28