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
251
$8.72M 0.04%
383,560
-440,490
252
$8.62M 0.04%
280,960
-288,127
253
$8.57M 0.04%
375,600
-273,329
254
$8.34M 0.04%
145,461
-121,815
255
$8.33M 0.04%
40,951
-18,217
256
$8.32M 0.04%
592,414
-7,774
257
$8.28M 0.04%
+110,071
258
$8.27M 0.04%
202,420
-213,208
259
$8.24M 0.04%
101,710
-24,185
260
$8.13M 0.04%
117,678
-2,708
261
$7.98M 0.04%
41,457
+466
262
$7.92M 0.04%
82,705
-259,006
263
$7.81M 0.04%
940,320
+884,033
264
$7.77M 0.04%
+171,483
265
$7.69M 0.04%
41,930
-44,854
266
$7.68M 0.04%
88,408
-42,157
267
$7.58M 0.04%
879,844
-592,743
268
$7.54M 0.04%
428,418
-5,996,141
269
$7.47M 0.04%
11,985
-9,153
270
$7.41M 0.04%
126,330
+6,602
271
$7.41M 0.04%
+176,388
272
$7.38M 0.04%
54,949
-39,061
273
$7.14M 0.03%
105,916
-2,168
274
$7.03M 0.03%
113,953
-11,247
275
$6.95M 0.03%
57,960
-250,174
9 10
11
12 13