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
– –
-31,795
677
– –
-6,997
678
– –
-9,464
679
– –
-66,660
680
– –
-882,094
681
– –
-3,925
682
– –
-315,268
683
– –
-26,800
684
– –
-12,251
685
– –
-10,675
686
– –
-24,481
687
– –
-13,353
688
– –
-9,000
689
– –
-4,532
690
– –
-4,425
691
– –
-7,539
692
– –
-2,692
693
– –
-13,669
694
– –
-161,997
695
– –
-4,725
696
– –
-18,614
697
– –
-16,712
698
– –
-27
699
– –
-12,834
700
– –
-1,700
26 27
28
29 30