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
$43B
AUM Growth
-$554M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$106M
3
+$93.9M
4
TEL icon
TE Connectivity
TEL
+$73.9M
5
SWK icon
Stanley Black & Decker
SWK
+$72.3M

Top Sells

1
+$202M
2
+$137M
3
+$106M
4
XPO icon
XPO
XPO
+$82.4M
5
WAL icon
Western Alliance Bancorporation
WAL
+$77M

Sector Composition

1 Technology 23.77%
2 Financials 15.93%
3 Healthcare 13.08%
4 Consumer Discretionary 9.62%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$23.3M 0.05%
155,484
+3,233
227
$23.2M 0.05%
337,478
-4,197
228
$23M 0.05%
385,459
-4,689
229
$23M 0.05%
323,658
-1,414
230
$22.9M 0.05%
740,569
-11,217
231
$22.6M 0.05%
244,400
+5,747
232
$22.5M 0.05%
119,145
+429
233
$22.3M 0.05%
126,236
+19,395
234
$22.2M 0.05%
96,222
+921
235
$22.2M 0.05%
166,632
+9,172
236
$21.9M 0.05%
180,897
-841
237
$21.6M 0.05%
34,626
+842
238
$21.6M 0.05%
1,125,386
-40,804
239
$21.3M 0.05%
143,192
+3,325
240
$21.3M 0.05%
481,087
+7,809
241
$21.1M 0.05%
346,502
+10,096
242
$21.1M 0.05%
142,383
-5,436
243
$21.1M 0.05%
278,629
-8,248
244
$21.1M 0.05%
62,956
-699
245
$21M 0.05%
262,096
+56,253
246
$21M 0.05%
157,704
+1,015
247
$20.9M 0.05%
114,532
-3,087
248
$20.8M 0.05%
+367,059
249
$20.3M 0.05%
508,574
+17,780
250
$20.1M 0.05%
790,188
+33,356
8 9
10
11 12