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
376
$5.87M 0.01%
86,589
-6,195
377
$5.84M 0.01%
30,564
+5,001
378
$5.7M 0.01%
48,482
-5,322
379
$5.63M 0.01%
23,851
+49
380
$5.53M 0.01%
155,455
-6,409
381
$5.45M 0.01%
57,536
-59,127
382
$5.45M 0.01%
+128,677
383
$5.37M 0.01%
40,553
-10,025
384
$5.37M 0.01%
51,913
-16,260
385
$5.23M 0.01%
175,887
-9,782
386
$5.2M 0.01%
24,446
387
$5.18M 0.01%
53,573
+686
388
$5.16M 0.01%
57,367
+35,669
389
$5.15M 0.01%
71,313
+263
390
$5.1M 0.01%
44,468
+5,901
391
$5.04M 0.01%
11,987
-325
392
$5.01M 0.01%
208,267
+118,378
393
$4.96M 0.01%
66,853
-9,780
394
$4.92M 0.01%
23,755
-633
395
$4.86M 0.01%
40,096
-788
396
$4.86M 0.01%
103,316
-1,194
397
$4.81M 0.01%
62,270
398
$4.78M 0.01%
68,484
-425
399
$4.72M 0.01%
29,118
-4,286
400
$4.69M 0.01%
312,218
-6,318
14 15
16
17 18