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
51
$254M 0.59%
2,340,514
-510
52
$253M 0.59%
302,147
+2,147
53
$251M 0.58%
952,013
-1,234
54
$244M 0.57%
102,807
+142
55
$241M 0.56%
2,404,837
+25,423
56
$240M 0.56%
634,311
-2,342
57
$233M 0.54%
11,241,590
-113,810
58
$229M 0.53%
2,018,841
+234,170
59
$224M 0.52%
1,057,293
+301,105
60
$223M 0.52%
1,317,743
-714
61
$209M 0.49%
1,819,404
-635,649
62
$206M 0.48%
7,224,824
-1,285,373
63
$196M 0.46%
1,157,455
+7,861
64
$194M 0.45%
586,143
+23,064
65
$192M 0.45%
5,282,050
-6,050
66
$181M 0.42%
3,119,544
-39,763
67
$177M 0.41%
634,357
-3,070
68
$167M 0.39%
268,195
-3,945
69
$166M 0.39%
1,636,123
+24,859
70
$163M 0.38%
2,467,921
-6,414
71
$163M 0.38%
16,979,019
+111,376
72
$162M 0.38%
284,103
-20,833
73
$158M 0.37%
607,376
+504
74
$157M 0.36%
969,081
-57,434
75
$156M 0.36%
1,238,105
+779,081
1 2
3
4 5