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
101
$112M 0.24%
94,130
+37,937
102
$110M 0.24%
3,480,427
-98,914
103
$104M 0.23%
554,885
-8,899
104
$104M 0.23%
459,412
+442,221
105
$103M 0.22%
1,493,924
+56,052
106
$101M 0.22%
533,412
+1,914
107
$99M 0.22%
223,434
-2,455
108
$98.5M 0.22%
1,294,302
-1,792
109
$98.1M 0.21%
1,588,971
+74,361
110
$94.6M 0.21%
2,275,701
+58,478
111
$94.3M 0.21%
4,202,229
+287,419
112
$93.1M 0.2%
1,132,157
+32,225
113
$92.7M 0.2%
300,275
+7,371
114
$92.4M 0.2%
183,919
+4,630
115
$90M 0.2%
279,173
+6,492
116
$89.8M 0.2%
368,456
-2,828
117
$89.3M 0.2%
238,590
+16,784
118
$89.2M 0.19%
2,627,065
+6,578
119
$88.8M 0.19%
536,417
+22,835
120
$87.8M 0.19%
1,210,749
-18,591
121
$85.5M 0.19%
117,998
+25,619
122
$84.1M 0.18%
155,681
+12,274
123
$82.2M 0.18%
2,655,282
+400,000
124
$81.6M 0.18%
487,281
+135,477
125
$81M 0.18%
345,598
+103,659
3 4
5
6 7