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
826
$287K ﹤0.01%
25,900
827
$285K ﹤0.01%
3,934
+5
828
$282K ﹤0.01%
3,843
829
$280K ﹤0.01%
5,834
830
$279K ﹤0.01%
25,225
831
$279K ﹤0.01%
1,703
832
$277K ﹤0.01%
1,393
833
$276K ﹤0.01%
1,834
+18
834
$276K ﹤0.01%
10,541
-284
835
$276K ﹤0.01%
5,695
-2,449
836
$273K ﹤0.01%
4,195
-1,250
837
$273K ﹤0.01%
2,530
838
$273K ﹤0.01%
14,220
839
$272K ﹤0.01%
+20,445
840
$272K ﹤0.01%
13,263
841
$271K ﹤0.01%
1,462
-13
842
$270K ﹤0.01%
5,562
+30
843
$269K ﹤0.01%
2,374
-635
844
$269K ﹤0.01%
+16,666
845
$268K ﹤0.01%
7,512
846
$266K ﹤0.01%
12,549
-3,891
847
$265K ﹤0.01%
10,000
848
$264K ﹤0.01%
30,000
849
$262K ﹤0.01%
2,334
+132
850
$262K ﹤0.01%
1,856
-360
32 33
34
35 36