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
826
– –
-15,882
827
– –
-160,914
828
– –
-40,495
829
– –
-7,585
830
– –
-54,967
831
– –
-14,119
832
– –
-36,305
833
– –
-10,090
834
– –
-287
835
– –
-15,662
836
– –
-2,770
837
– –
-14,043
838
– –
-7,149
839
– –
-20,419
840
– –
-11,447
841
– –
-12,156
842
– –
-10,187
843
– –
-10,699
844
– –
-30,000
845
– –
-9,000
846
– –
-6,542
847
– –
-9,401
848
– –
-5,627
849
– –
-9,811
850
– –
-15,661
31 32 33
34
35