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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$106M
3
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

1
+$200M
2
+$117M
3
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$335K ﹤0.01%
5,520
777
$334K ﹤0.01%
25,496
-5,964
778
$333K ﹤0.01%
13,343
+50
779
$333K ﹤0.01%
17,440
-213
780
$330K ﹤0.01%
3,417
-207
781
$327K ﹤0.01%
4,214
-3,253
782
$325K ﹤0.01%
44,100
783
$325K ﹤0.01%
2,506
-249
784
$324K ﹤0.01%
3,264
785
$320K ﹤0.01%
13,740
-7,596
786
$320K ﹤0.01%
29,735
787
$316K ﹤0.01%
2,217
-5,431
788
$316K ﹤0.01%
1,934
789
$315K ﹤0.01%
6,249
+2,361
790
$312K ﹤0.01%
3,450
791
$312K ﹤0.01%
2,034
+9
792
$309K ﹤0.01%
20,128
793
$305K ﹤0.01%
10,285
794
$303K ﹤0.01%
2,550
+323
795
$303K ﹤0.01%
6,167
-19,487
796
$301K ﹤0.01%
26,000
-4,000
797
$299K ﹤0.01%
3,843
798
$298K ﹤0.01%
2,050
799
$298K ﹤0.01%
4,629
-166
800
$293K ﹤0.01%
37,407
30 31
32
33 34