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
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
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$393K ﹤0.01%
10,589
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737
$391K ﹤0.01%
5,179
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738
$386K ﹤0.01%
9,047
+197
739
$377K ﹤0.01%
22,202
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740
$376K ﹤0.01%
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741
$376K ﹤0.01%
5,132
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742
$373K ﹤0.01%
1,272
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$366K ﹤0.01%
7,401
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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