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
726
– –
-5,825
727
– –
-39,504
728
– –
-9,278
729
– –
-137,604
730
– –
-9,416
731
– –
-37,072
732
– –
-11,325
733
– –
-18,713
734
– –
-4,547
735
– –
-16,061
736
– –
-18,658
737
– –
-18,202
738
– –
-11,060
739
– –
-15,761
740
– –
-9,000
741
– –
-4,532
742
– –
-4,425
743
– –
-7,539
744
– –
-4,127
745
– –
-79,661
746
– –
-17,313
747
– –
-8,004
748
– –
-6,150
749
– –
-12,600
750
– –
-16,618
28 29
30
31 32