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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1 +$201M
2 +$196M
3 +$151M
4
TEL icon
TE Connectivity
TEL
+$130M
5
BKNG icon
Booking.com
BKNG
+$120M

Top Sells

1 +$226M
2 +$145M
3 +$140M
4
AAPL icon
Apple
AAPL
+$135M
5
TJX icon
TJX Companies
TJX
+$120M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$748K ﹤0.01%
9,456
+111
727
$745K ﹤0.01%
6,623
-793
728
$743K ﹤0.01%
11,827
+1,492
729
$742K ﹤0.01%
14,548
-5,171
730
$740K ﹤0.01%
14,734
+264
731
$739K ﹤0.01%
14,617
+136
732
$738K ﹤0.01%
12,110
+240
733
$735K ﹤0.01%
26,841
+1,191
734
$731K ﹤0.01%
16,763
-289,271
735
$723K ﹤0.01%
26,205
+8,765
736
$720K ﹤0.01%
28,975
737
$719K ﹤0.01%
5,661
-639
738
$714K ﹤0.01%
9,551
-11,390
739
$702K ﹤0.01%
+22,088
740
$680K ﹤0.01%
14,171
-247
741
$678K ﹤0.01%
27,499
742
$674K ﹤0.01%
10,159
-703
743
$674K ﹤0.01%
21,598
-160
744
$674K ﹤0.01%
6,471
+2,985
745
$672K ﹤0.01%
11,464
+680
746
$666K ﹤0.01%
+10,122
747
$664K ﹤0.01%
+14,368
748
$663K ﹤0.01%
6,018
+82
749
$659K ﹤0.01%
10,581
+351
750
$656K ﹤0.01%
17,910