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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
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604
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605
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607
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608
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-69,892
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610
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-72,054
611
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-250,350
615
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-7,000
616
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617
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621
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623
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625
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-4,675
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