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
76
$166M 0.36%
2,273,359
-20,895
77
$164M 0.36%
479,215
+16,489
78
$159M 0.35%
3,756,840
+43,670
79
$158M 0.35%
2,787,322
-76,342
80
$156M 0.34%
566,332
+20,333
81
$153M 0.34%
2,769,237
+405,068
82
$149M 0.33%
3,668,000
+88,837
83
$143M 0.31%
3,899,957
+2,566,424
84
$136M 0.3%
1,095,020
+149,668
85
$135M 0.3%
1,171,943
+27,273
86
$135M 0.29%
748,767
+23,516
87
$135M 0.29%
2,917,256
+64,455
88
$134M 0.29%
466,604
+155,635
89
$134M 0.29%
503,844
+17,799
90
$132M 0.29%
2,413,729
+13,387
91
$132M 0.29%
385,869
+8,201
92
$131M 0.29%
166,476
+65,276
93
$129M 0.28%
3,027,422
+436,434
94
$123M 0.27%
1,113,241
+131,113
95
$122M 0.27%
904,282
+21,135
96
$122M 0.27%
135,982
-578
97
$115M 0.25%
1,293,724
+128,579
98
$115M 0.25%
1,840,055
+334,840
99
$113M 0.25%
1,200,615
+65,489
100
$112M 0.25%
1,272,954
+1,236,652
2 3
4
5 6