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
501
$2.1M ﹤0.01%
+21,201
502
$2.09M ﹤0.01%
15,648
-3,478
503
$2.08M ﹤0.01%
15,989
-84
504
$2.06M ﹤0.01%
32,519
+13,880
505
$2.04M ﹤0.01%
153,101
-5,283
506
$1.96M ﹤0.01%
10,135
-552
507
$1.94M ﹤0.01%
27,814
+191
508
$1.94M ﹤0.01%
17,057
-265
509
$1.92M ﹤0.01%
13,986
-191
510
$1.9M ﹤0.01%
82,096
+204
511
$1.89M ﹤0.01%
13,587
-1,644
512
$1.89M ﹤0.01%
42,458
-6,509
513
$1.88M ﹤0.01%
4,791
-1,729
514
$1.88M ﹤0.01%
17,835
-494
515
$1.87M ﹤0.01%
21,698
-7,268
516
$1.87M ﹤0.01%
30,662
+2,892
517
$1.83M ﹤0.01%
9,288
-2,645
518
$1.82M ﹤0.01%
10,523
-94
519
$1.82M ﹤0.01%
22,688
+1,473
520
$1.82M ﹤0.01%
17,029
+709
521
$1.78M ﹤0.01%
23,539
+117
522
$1.78M ﹤0.01%
24,641
-8,506
523
$1.77M ﹤0.01%
36,780
-2,485
524
$1.76M ﹤0.01%
19,652
+2,300
525
$1.75M ﹤0.01%
49,440
+10,939
19 20
21
22 23