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
751
$350K ﹤0.01%
20,801
-11,747
752
$345K ﹤0.01%
21,730
+2,795
753
$342K ﹤0.01%
6,748
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754
$341K ﹤0.01%
+12,480
755
$339K ﹤0.01%
+5,368
756
$338K ﹤0.01%
18,950
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757
$330K ﹤0.01%
3,682
758
$330K ﹤0.01%
3,337
759
$329K ﹤0.01%
1,950
-100
760
$327K ﹤0.01%
3,988
761
$321K ﹤0.01%
841
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762
$320K ﹤0.01%
12,900
763
$317K ﹤0.01%
14,000
764
$315K ﹤0.01%
+26,954
765
$315K ﹤0.01%
5,985
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766
$311K ﹤0.01%
18,389
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767
$307K ﹤0.01%
24,431
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768
$306K ﹤0.01%
21,270
769
$306K ﹤0.01%
9,880
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$301K ﹤0.01%
+4,517
771
$300K ﹤0.01%
59,584
-76
772
$299K ﹤0.01%
4,759
-10,211
773
$297K ﹤0.01%
809
+42
774
$297K ﹤0.01%
13,272
-165
775
$295K ﹤0.01%
10,413
29 30
31
32 33