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
676
– –
-29,646
677
– –
-7,868
678
– –
-31,826
679
– –
-12,022
680
– –
-20,063
681
– –
-1,423
682
– –
-6,550
683
– –
-457,924
684
– –
-500
685
– –
-5,557
686
– –
-10,445
687
– –
-894,559
688
– –
-18,434
689
– –
-4,875
690
– –
-15,060
691
– –
-10,694
692
– –
-32,031
693
– –
-15,335
694
– –
-39,774
695
– –
-5,456
696
– –
-16,560
697
– –
-17,532
698
– –
-13,518
699
– –
-543,815
700
– –
-100,000
26 27
28
29 30