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
651
$635K ﹤0.01%
5,950
-2,250
652
$633K ﹤0.01%
7,000
-55
653
$631K ﹤0.01%
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654
$626K ﹤0.01%
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$619K ﹤0.01%
17,101
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656
$619K ﹤0.01%
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657
$618K ﹤0.01%
23,147
-156
658
$610K ﹤0.01%
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659
$605K ﹤0.01%
6,540
660
$601K ﹤0.01%
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$601K ﹤0.01%
3,058
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$600K ﹤0.01%
5,598
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$597K ﹤0.01%
94,400
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$596K ﹤0.01%
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665
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69,137
-6,719
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669
$571K ﹤0.01%
18,200
670
$570K ﹤0.01%
2,317
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671
$567K ﹤0.01%
29,720
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672
$563K ﹤0.01%
429
-16
673
$559K ﹤0.01%
23,500
674
$557K ﹤0.01%
6,009
+53
675
$557K ﹤0.01%
14,276
-1,428
25 26
27
28 29