CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$2.59B 5.66%
7,595,539
-67,652
2
$2.29B 5%
11,796,824
+88,843
3
$1.52B 3.33%
11,687,681
-23,137
4
$1.01B 2.2%
8,410,300
-143,144
5
$905M 1.98%
3,810,483
-235
6
$733M 1.6%
1,524,235
-1,370
7
$714M 1.56%
9,973,900
+63,209
8
$665M 1.45%
5,495,603
-74,013
9
$660M 1.44%
8,894,477
+1,411,539
10
$619M 1.35%
1,992,135
+171,629
11
$586M 1.28%
6,305,483
-166,860
12
$575M 1.26%
1,434,398
+21,482
13
$574M 1.25%
5,264,114
+113,893
14
$525M 1.15%
2,837,218
+68,230
15
$517M 1.13%
2,429,779
-18,363
16
$509M 1.11%
1,058,443
+15,924
17
$496M 1.08%
2,387,983
-31,987
18
$493M 1.08%
3,389,002
+47,908
19
$483M 1.06%
1,047,002
+1,243
20
$474M 1.04%
4,836,223
-73,733
21
$473M 1.03%
9,139,433
+96,458
22
$430M 0.94%
2,035,856
-34,387
23
$417M 0.91%
1,094,565
+6,561
24
$400M 0.87%
817,562
-11,707
25
$399M 0.87%
2,152,719
+39,653
1
2 3 4 5