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
201
$36.8M 0.08%
200,243
+54,438
202
$36.7M 0.08%
320,577
-416,516
203
$36.7M 0.08%
99,288
+3,543
204
$36.6M 0.08%
210,160
-25,557
205
$36.3M 0.08%
300,000
+11,766
206
$36M 0.08%
214,847
+12,206
207
$36M 0.08%
9,692,376
+303,690
208
$35.8M 0.08%
1,742,480
+526,120
209
$35.5M 0.08%
588,763
+12,344
210
$35.4M 0.08%
1,384,051
-27,166
211
$35.1M 0.08%
352,042
-17,358
212
$34.7M 0.08%
760,536
+371,408
213
$34.6M 0.08%
294,899
+205
214
$34.5M 0.08%
695,528
-1,876
215
$34.4M 0.08%
175,040
+49,353
216
$34.4M 0.08%
667,487
+192,707
217
$34.1M 0.07%
1,298,236
-237,312
218
$33.1M 0.07%
174,512
+53,531
219
$31.7M 0.07%
410,335
+403,428
220
$31.6M 0.07%
221,116
+68,501
221
$31.5M 0.07%
70,462
+20,807
222
$31.4M 0.07%
480,637
+143,133
223
$31.4M 0.07%
361,598
+100,199
224
$31M 0.07%
1,131,762
-237,248
225
$30.9M 0.07%
146,879
+44,053
7 8
9
10 11