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
576
$283K ﹤0.01%
29,045
-3,472
577
$281K ﹤0.01%
19,915
-216,302
578
$280K ﹤0.01%
+15,275
579
$274K ﹤0.01%
13,675
-11,000
580
$271K ﹤0.01%
+29,141
581
$258K ﹤0.01%
707
+267
582
$240K ﹤0.01%
+17,127
583
$231K ﹤0.01%
28,400
584
$228K ﹤0.01%
+30,000
585
$227K ﹤0.01%
10,499
-20,628
586
$226K ﹤0.01%
+25,402
587
$222K ﹤0.01%
25,900
588
$214K ﹤0.01%
14,961
-354
589
$201K ﹤0.01%
+13,832
590
– –
-14,821
591
– –
-17,313
592
– –
-19,306
593
– –
-13,533
594
– –
-23,360
595
– –
-100,000
596
– –
-105,125
597
– –
-30,846
598
– –
-4,336
599
– –
-29,160
600
– –
-35,135
22 23
24
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