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
676
$556K ﹤0.01%
3,391
-127
677
$543K ﹤0.01%
36,394
+14,000
678
$543K ﹤0.01%
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$541K ﹤0.01%
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680
$536K ﹤0.01%
+30,300
681
$530K ﹤0.01%
16,421
-2,002
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$529K ﹤0.01%
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$523K ﹤0.01%
7,203
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684
$523K ﹤0.01%
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685
$522K ﹤0.01%
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686
$515K ﹤0.01%
4,937
-1
687
$515K ﹤0.01%
26,780
688
$513K ﹤0.01%
25,491
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689
$512K ﹤0.01%
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690
$508K ﹤0.01%
5,549
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$505K ﹤0.01%
16,765
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692
$505K ﹤0.01%
2,638
693
$502K ﹤0.01%
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694
$502K ﹤0.01%
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$500K ﹤0.01%
4,477
-15
696
$498K ﹤0.01%
2,268
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697
$497K ﹤0.01%
4,625
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698
$496K ﹤0.01%
9,808
+2
699
$496K ﹤0.01%
+5,115
700
$494K ﹤0.01%
8,574
26 27
28
29 30