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
851
$261K ﹤0.01%
14,724
-100
852
$260K ﹤0.01%
+13,560
853
$260K ﹤0.01%
1,519
854
$259K ﹤0.01%
5,638
855
$259K ﹤0.01%
2,729
856
$255K ﹤0.01%
2,147
-100
857
$254K ﹤0.01%
4,129
858
$253K ﹤0.01%
3,308
-13,445
859
$247K ﹤0.01%
+14,370
860
$242K ﹤0.01%
1,675
+111
861
$242K ﹤0.01%
1,033
-234
862
$241K ﹤0.01%
2,998
863
$241K ﹤0.01%
14,047
-365
864
$240K ﹤0.01%
1,588
865
$240K ﹤0.01%
3,982
+487
866
$238K ﹤0.01%
661
-175
867
$238K ﹤0.01%
5,600
868
$234K ﹤0.01%
3,017
869
$233K ﹤0.01%
2,600
870
$230K ﹤0.01%
16,293
871
$230K ﹤0.01%
7,000
872
$229K ﹤0.01%
+10,865
873
$227K ﹤0.01%
8,445
874
$227K ﹤0.01%
2,000
875
$224K ﹤0.01%
+2,760
33 34
35
36 37