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
651
$849K ﹤0.01%
19,532
-5,676
652
$825K ﹤0.01%
12,400
653
$810K ﹤0.01%
10,140
+50
654
$804K ﹤0.01%
30,755
-47
655
$797K ﹤0.01%
12,714
656
$794K ﹤0.01%
24,428
+275
657
$792K ﹤0.01%
+12,087
658
$779K ﹤0.01%
16,592
-2,817
659
$777K ﹤0.01%
35,837
660
$776K ﹤0.01%
21,336
661
$774K ﹤0.01%
22,456
+1,052
662
$763K ﹤0.01%
20,310
663
$757K ﹤0.01%
25,477
664
$754K ﹤0.01%
42,129
-12,507
665
$742K ﹤0.01%
7,429
666
$739K ﹤0.01%
18,128
667
$725K ﹤0.01%
1,151,319
668
$721K ﹤0.01%
26,841
669
$717K ﹤0.01%
18,000
+3,000
670
$711K ﹤0.01%
7,671
671
$710K ﹤0.01%
27,250
-33,692
672
$708K ﹤0.01%
94,041
-25,419
673
$707K ﹤0.01%
6,609
-1,320
674
$705K ﹤0.01%
+15,399
675
$704K ﹤0.01%
13,684
-797
25 26
27
28 29