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
851
$138K ﹤0.01%
47,050
852
$133K ﹤0.01%
+3,031
853
$131K ﹤0.01%
15,654
+66
854
$94.8K ﹤0.01%
60,000
855
$94K ﹤0.01%
80,000
856
$87.3K ﹤0.01%
1,500
+117
857
$68.7K ﹤0.01%
30,000
858
$53.2K ﹤0.01%
9,926
+7,167
859
$51K ﹤0.01%
10,000
860
$44.9K ﹤0.01%
+1,027
861
$40.6K ﹤0.01%
11,543
+142
862
$37K ﹤0.01%
813
863
$31.9K ﹤0.01%
3,942
864
$31.9K ﹤0.01%
+10,031
865
$29.4K ﹤0.01%
11,575
866
$28.2K ﹤0.01%
14,620
867
$25.9K ﹤0.01%
18,500
868
$25.7K ﹤0.01%
336
869
$22.6K ﹤0.01%
20,000
870
$16.1K ﹤0.01%
655
871
$11.4K ﹤0.01%
267
872
$5.11K ﹤0.01%
28
873
$2.13K ﹤0.01%
54
874
$1.52K ﹤0.01%
10,000
875
– –
-747
33 34
35
36 37