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
301
$14.2M 0.03%
346,512
-2,484
302
$14M 0.03%
1,163,983
303
$13.9M 0.03%
258,025
-48,772
304
$13.8M 0.03%
559,731
-200,068
305
$13.3M 0.03%
80,819
-1,689
306
$13.1M 0.03%
24,301
-1,551
307
$13M 0.03%
88,551
-3,933
308
$13M 0.03%
261,518
-39,506
309
$12.9M 0.03%
84,012
+1,444
310
$12.7M 0.03%
209,140
-23,621
311
$12.3M 0.03%
98,870
-11,470
312
$12.1M 0.03%
118,328
-869
313
$12.1M 0.03%
35,043
-148,094
314
$11.8M 0.03%
53,607
-11,681
315
$11.6M 0.03%
101,217
-1,195
316
$11.6M 0.03%
254,438
-95,463
317
$11.3M 0.03%
879,844
318
$10.8M 0.03%
435,264
-11,349
319
$10.7M 0.03%
310,093
-1,714
320
$10.7M 0.03%
6,386
+198
321
$10.6M 0.02%
287,401
+524
322
$10.5M 0.02%
216,710
-55,000
323
$10.4M 0.02%
103,052
-250
324
$10.3M 0.02%
+144,266
325
$10.2M 0.02%
842,715
+101,861
11 12
13
14 15