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
276
$17.8M 0.04%
215,232
-4,387
277
$17.7M 0.04%
110,375
-19,212
278
$17.6M 0.04%
155,292
-4,039
279
$17.5M 0.04%
+1,357,160
280
$17.3M 0.04%
114,434
-1,185
281
$17.1M 0.04%
738,227
+300,745
282
$17M 0.04%
128,144
-13,762
283
$16.8M 0.04%
300,598
-6,895
284
$16.8M 0.04%
52,530
-516
285
$16.7M 0.04%
+139,811
286
$16.6M 0.04%
84,903
+31,966
287
$16.6M 0.04%
91,749
-870
288
$16.4M 0.04%
48,975
+2,692
289
$16.2M 0.04%
271,105
-59,052
290
$16.2M 0.04%
165,499
+122,675
291
$16.1M 0.04%
735,879
+383,681
292
$15.6M 0.04%
119,616
-45,653
293
$15.4M 0.04%
698,232
+108,414
294
$15.4M 0.04%
419,548
-120,074
295
$15.2M 0.04%
274,249
-19,396
296
$15.2M 0.04%
319,587
-8,977
297
$15.1M 0.04%
160,688
-16,586
298
$15.1M 0.04%
49,546
-571
299
$14.5M 0.03%
287,363
-2,962
300
$14.2M 0.03%
260,774
-2,483
10 11
12
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