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
701
$489K ﹤0.01%
14,513
+458
702
$485K ﹤0.01%
18,263
-19,913
703
$483K ﹤0.01%
24,500
704
$481K ﹤0.01%
10,740
-79
705
$481K ﹤0.01%
6,186
+150
706
$476K ﹤0.01%
4,305
-16
707
$475K ﹤0.01%
13,909
-980
708
$471K ﹤0.01%
11,930
709
$469K ﹤0.01%
17,133
710
$465K ﹤0.01%
11,424
-224
711
$465K ﹤0.01%
6,206
712
$457K ﹤0.01%
6,200
-645
713
$456K ﹤0.01%
4,039
+4
714
$453K ﹤0.01%
3,111
715
$449K ﹤0.01%
18,744
+4,503
716
$438K ﹤0.01%
5,770
717
$437K ﹤0.01%
16,105
718
$430K ﹤0.01%
25,087
719
$426K ﹤0.01%
+4,712
720
$425K ﹤0.01%
8,084
-1,715
721
$423K ﹤0.01%
12,097
+435
722
$421K ﹤0.01%
12,995
+725
723
$419K ﹤0.01%
920
+1
724
$418K ﹤0.01%
200,000
+99,970
725
$414K ﹤0.01%
3,500
+1,000
27 28
29
30 31