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
801
$250K ﹤0.01%
14,523
802
$249K ﹤0.01%
11,166
803
$249K ﹤0.01%
+10,000
804
$248K ﹤0.01%
30,000
805
$247K ﹤0.01%
+6,050
806
$246K ﹤0.01%
2,100
807
$243K ﹤0.01%
2,877
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808
$241K ﹤0.01%
1,984
-345
809
$238K ﹤0.01%
12,960
-5,990
810
$238K ﹤0.01%
6,125
+1
811
$236K ﹤0.01%
810
812
$234K ﹤0.01%
2,023
+33
813
$232K ﹤0.01%
14,370
814
$229K ﹤0.01%
3,047
815
$224K ﹤0.01%
+5,990
816
$223K ﹤0.01%
12,404
-500
817
$223K ﹤0.01%
+4,500
818
$223K ﹤0.01%
1,523
819
$223K ﹤0.01%
3,600
-11,790
820
$219K ﹤0.01%
17,162
821
$217K ﹤0.01%
541
+6
822
$216K ﹤0.01%
7,135
823
$216K ﹤0.01%
+50,000
824
$215K ﹤0.01%
+3,425
825
$215K ﹤0.01%
1,490
31 32
33
34 35