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
$20.6B
AUM Growth
-$2.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
875
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$108M
3
+$91.5M
4
TRP icon
TC Energy
TRP
+$40.6M
5
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$31.2M

Top Sells

1
+$394M
2
+$386M
3
+$362M
4
MA icon
Mastercard
MA
+$291M
5
AMT icon
American Tower
AMT
+$160M

Sector Composition

1 Technology 26.1%
2 Healthcare 13.66%
3 Financials 10.34%
4 Consumer Discretionary 10.29%
5 Energy 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.7M 0.05%
+1,202,339
227
$10.6M 0.05%
63,311
-8,098
228
$10.6M 0.05%
89,630
+4,825
229
$10.5M 0.05%
406,493
+384,224
230
$10.5M 0.05%
80,634
-28,606
231
$10.4M 0.05%
61,482
-83,518
232
$10.3M 0.05%
1,146,500
+233,495
233
$10.2M 0.05%
149,447
-269,097
234
$10.2M 0.05%
86,981
-366,841
235
$9.87M 0.05%
50,750
-1,667
236
$9.6M 0.05%
75,777
-62,745
237
$9.55M 0.05%
67,961
+12,203
238
$9.37M 0.05%
966,053
-1,158,207
239
$9.32M 0.05%
62,345
+42,958
240
$9.18M 0.04%
236,636
+228,910
241
$9.13M 0.04%
25,023
-141,551
242
$9.1M 0.04%
205,144
-147,787
243
$9.04M 0.04%
27,435
-405,246
244
$8.92M 0.04%
54,351
-22,605
245
$8.89M 0.04%
100,396
-66,739
246
$8.88M 0.04%
910,239
+156,240
247
$8.87M 0.04%
260,885
-49,332
248
$8.81M 0.04%
138,454
-1,584
249
$8.79M 0.04%
70,949
+59,932
250
$8.79M 0.04%
120,838
-895,184
8 9
10
11 12