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
726
$411K ﹤0.01%
9,000
727
$409K ﹤0.01%
20,000
728
$409K ﹤0.01%
5,635
729
$405K ﹤0.01%
17,125
730
$404K ﹤0.01%
1,787
-18,950
731
$401K ﹤0.01%
10,000
-4,000
732
$401K ﹤0.01%
44,793
733
$397K ﹤0.01%
1,934
734
$396K ﹤0.01%
17,100
735
$395K ﹤0.01%
2,851
-675
736
$393K ﹤0.01%
10,589
+2,622
737
$391K ﹤0.01%
5,179
-63
738
$386K ﹤0.01%
9,047
+197
739
$377K ﹤0.01%
22,202
+4,286
740
$376K ﹤0.01%
15,063
741
$376K ﹤0.01%
5,132
-242
742
$373K ﹤0.01%
1,272
-10,045
743
$366K ﹤0.01%
7,401
-61
744
$366K ﹤0.01%
5,933
-1,124
745
$364K ﹤0.01%
12,800
-5,200
746
$358K ﹤0.01%
45,417
+16,428
747
$355K ﹤0.01%
+6,087
748
$353K ﹤0.01%
1,075
749
$352K ﹤0.01%
18,784
+1,540
750
$351K ﹤0.01%
4,642
28 29
30
31 32