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
776
$291K ﹤0.01%
3,568
-672
777
$289K ﹤0.01%
1,943
-50
778
$289K ﹤0.01%
17,000
779
$289K ﹤0.01%
2,463
-192
780
$287K ﹤0.01%
4,740
+242
781
$286K ﹤0.01%
2,514
+86
782
$286K ﹤0.01%
4,240
-17,770
783
$284K ﹤0.01%
6,586
-984
784
$282K ﹤0.01%
2,600
785
$279K ﹤0.01%
5,697
-1,166
786
$278K ﹤0.01%
5,506
-56
787
$278K ﹤0.01%
14,240
788
$275K ﹤0.01%
10,532
-100
789
$275K ﹤0.01%
3,396
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790
$274K ﹤0.01%
4,195
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791
$270K ﹤0.01%
+30,010
792
$267K ﹤0.01%
42
-1
793
$267K ﹤0.01%
11,817
794
$264K ﹤0.01%
1,346
-249
795
$257K ﹤0.01%
1,183
-270
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