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
776
$291K ﹤0.01%
3,568
-672
777
$289K ﹤0.01%
1,943
-50
778
$289K ﹤0.01%
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779
$289K ﹤0.01%
2,463
-192
780
$287K ﹤0.01%
4,740
+242
781
$286K ﹤0.01%
2,514
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782
$286K ﹤0.01%
4,240
-17,770
783
$284K ﹤0.01%
6,586
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784
$282K ﹤0.01%
2,600
785
$279K ﹤0.01%
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786
$278K ﹤0.01%
5,506
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787
$278K ﹤0.01%
14,240
788
$275K ﹤0.01%
10,532
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789
$275K ﹤0.01%
3,396
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$274K ﹤0.01%
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$270K ﹤0.01%
+30,010
792
$267K ﹤0.01%
42
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$267K ﹤0.01%
11,817
794
$264K ﹤0.01%
1,346
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795
$257K ﹤0.01%
1,183
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796
$253K ﹤0.01%
+25,018
797
$253K ﹤0.01%
2,813
-200
798
$252K ﹤0.01%
+2,671
799
$251K ﹤0.01%
29,735
800
$251K ﹤0.01%
+3,263
30 31
32
33 34