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
$45.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$156M
3
+$144M
4
SPGI icon
S&P Global
SPGI
+$85M
5
COP icon
ConocoPhillips
COP
+$84.3M

Top Sells

1
+$211M
2
+$200M
3
+$173M
4
BX icon
Blackstone
BX
+$117M
5
TREX icon
Trex
TREX
+$82.1M

Sector Composition

1 Technology 23.55%
2 Financials 14.67%
3 Healthcare 13.16%
4 Consumer Discretionary 8.85%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$336K ﹤0.01%
3,710
-11,345
827
$333K ﹤0.01%
+10,337
828
$328K ﹤0.01%
+1,332
829
$323K ﹤0.01%
30,085
830
$322K ﹤0.01%
1,766
-6,621
831
$320K ﹤0.01%
+17,745
832
$319K ﹤0.01%
+14,062
833
$316K ﹤0.01%
4,875
+204
834
$314K ﹤0.01%
13,263
835
$308K ﹤0.01%
4,007
+314
836
$307K ﹤0.01%
3,843
837
$307K ﹤0.01%
15,280
+3,247
838
$307K ﹤0.01%
8,266
+31
839
$307K ﹤0.01%
+67,100
840
$306K ﹤0.01%
31,000
841
$304K ﹤0.01%
19,830
-15,666
842
$303K ﹤0.01%
3,450
-300
843
$303K ﹤0.01%
17,225
844
$301K ﹤0.01%
10,608
845
$301K ﹤0.01%
3,047
846
$301K ﹤0.01%
19,000
-2,831
847
$298K ﹤0.01%
16,617
-400
848
$297K ﹤0.01%
3,775
-400
849
$296K ﹤0.01%
+11,995
850
$296K ﹤0.01%
13,071
32 33
34
35 36