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
851
$295K ﹤0.01%
2,227
+276
852
$295K ﹤0.01%
2,065
-922
853
$293K ﹤0.01%
21,000
854
$292K ﹤0.01%
2,632
855
$290K ﹤0.01%
13,478
-1,067
856
$290K ﹤0.01%
3,219
+160
857
$290K ﹤0.01%
3,256
-12,185
858
$288K ﹤0.01%
11,400
859
$287K ﹤0.01%
29,524
+98
860
$286K ﹤0.01%
11,413
861
$283K ﹤0.01%
14,504
+64
862
$283K ﹤0.01%
6,179
+106
863
$283K ﹤0.01%
1,417
+117
864
$283K ﹤0.01%
15,524
+400
865
$282K ﹤0.01%
14,581
-229
866
$280K ﹤0.01%
+8,840
867
$280K ﹤0.01%
12,600
-5,145
868
$278K ﹤0.01%
5,562
869
$278K ﹤0.01%
1,586
+124
870
$276K ﹤0.01%
4,172
871
$274K ﹤0.01%
+2,281
872
$273K ﹤0.01%
3,386
-4,409
873
$272K ﹤0.01%
20,904
+206
874
$269K ﹤0.01%
3,017
875
$268K ﹤0.01%
1,770
-103
33 34
35
36 37