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
51
$261M 0.57%
854,564
-287,189
52
$258M 0.56%
5,718,037
-369,186
53
$253M 0.55%
2,821,605
+322,989
54
$243M 0.53%
2,349,579
-32,111
55
$243M 0.53%
3,329,662
-949,978
56
$235M 0.51%
1,544,975
+652,191
57
$229M 0.5%
11,511,948
+27,191
58
$228M 0.5%
7,737
-536,546
59
$227M 0.5%
1,031,947
+114,068
60
$220M 0.48%
1,002,458
+24,338
61
$214M 0.47%
482,392
-80,587
62
$210M 0.46%
16,555,812
-240,334
63
$210M 0.46%
304,038
-5,154
64
$195M 0.43%
438,474
-8,284
65
$189M 0.41%
5,714,158
-46,127
66
$186M 0.41%
1,097,610
+6,782
67
$186M 0.41%
1,307,215
-296,912
68
$184M 0.4%
1,113,353
+76,014
69
$182M 0.4%
1,884,687
+12,001
70
$176M 0.38%
703,705
+157,906
71
$176M 0.38%
883,998
+55,805
72
$176M 0.38%
897,587
+23,185
73
$174M 0.38%
1,383,664
-42,129
74
$168M 0.37%
3,932,350
-33,150
75
$166M 0.36%
7,255,916
-63,112
1 2
3
4 5