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
626
$823K ﹤0.01%
17,021
-4,819
627
$792K ﹤0.01%
20,000
-899
628
$787K ﹤0.01%
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629
$785K ﹤0.01%
12,400
630
$776K ﹤0.01%
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631
$774K ﹤0.01%
+12,364
632
$772K ﹤0.01%
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633
$755K ﹤0.01%
+21,692
634
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635
$733K ﹤0.01%
7,103
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636
$726K ﹤0.01%
14,734
-8,083
637
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62,229
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638
$724K ﹤0.01%
1,007
-56
639
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642
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46,485
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$672K ﹤0.01%
25,000
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644
$668K ﹤0.01%
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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