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
876
– –
-17,483
877
– –
-26,344
878
– –
-7,891
879
– –
-53,142
880
– –
-5,448
881
– –
-30,415
882
– –
-5,048
883
– –
-13,647
884
– –
-3,290
885
– –
-5,529
886
– –
-2,632
887
– –
-12,000
888
– –
-10,606
889
– –
-27,921
890
– –
-65,808
891
– –
-225,668
892
– –
-7,893
893
– –
-23,604
894
– –
-111,788
895
– –
-24,253
896
– –
-10,240
897
– –
-6,523
898
– –
-16,254
899
– –
-3,325
900
– –
-22,157
34 35
36
37 38