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
851
$401K ﹤0.01%
12,163
852
$399K ﹤0.01%
9,900
+50
853
$398K ﹤0.01%
+57,792
854
$397K ﹤0.01%
+20,300
855
$395K ﹤0.01%
3,666
-95
856
$392K ﹤0.01%
4,397
857
$392K ﹤0.01%
11,500
-1,275
858
$392K ﹤0.01%
3,060
-14,428
859
$390K ﹤0.01%
21,675
-1,729
860
$387K ﹤0.01%
3,653
-88
861
$386K ﹤0.01%
+4,255
862
$384K ﹤0.01%
11,000
863
$383K ﹤0.01%
620
-143
864
$382K ﹤0.01%
4,111
-9,809
865
$378K ﹤0.01%
4,862
-75
866
$372K ﹤0.01%
1,244
-40
867
$371K ﹤0.01%
27,696
-2,867
868
$366K ﹤0.01%
1,936
-1,011
869
$365K ﹤0.01%
1,000
-2,278
870
$360K ﹤0.01%
1,519
+29
871
$357K ﹤0.01%
+30,561
872
$356K ﹤0.01%
33,000
-6,000
873
$355K ﹤0.01%
10,608
874
$354K ﹤0.01%
28,400
875
$354K ﹤0.01%
3,869
-6,661
33 34
35
36 37