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
826
$214K ﹤0.01%
2,176
827
$213K ﹤0.01%
2,243
-13
828
$213K ﹤0.01%
4,263
829
$211K ﹤0.01%
1,715
-225,836
830
$210K ﹤0.01%
+16,365
831
$209K ﹤0.01%
+2,227
832
$209K ﹤0.01%
+6,799
833
$208K ﹤0.01%
9,370
834
$207K ﹤0.01%
23,039
835
$207K ﹤0.01%
+5,000
836
$206K ﹤0.01%
12,837
-2,108
837
$205K ﹤0.01%
3,400
838
$204K ﹤0.01%
20,000
839
$203K ﹤0.01%
+3,524
840
$203K ﹤0.01%
1,555
+3
841
$202K ﹤0.01%
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842
$202K ﹤0.01%
+8,514
843
$200K ﹤0.01%
18,210
-1,415
844
$193K ﹤0.01%
10,884
845
$193K ﹤0.01%
36,002
846
$176K ﹤0.01%
705,079
847
$167K ﹤0.01%
42,000
848
$154K ﹤0.01%
13,126
-4,430
849
$153K ﹤0.01%
2,750
850
$139K ﹤0.01%
790
+24
32 33
34
35 36