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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$106M
3
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

1
+$200M
2
+$117M
3
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$235K ﹤0.01%
9,750
+1,500
852
$234K ﹤0.01%
1,990
-75
853
$234K ﹤0.01%
5,562
854
$233K ﹤0.01%
6,073
-106
855
$232K ﹤0.01%
3,248
+1,697
856
$232K ﹤0.01%
17,162
857
$231K ﹤0.01%
11,671
+2,831
858
$228K ﹤0.01%
29,626
+102
859
$226K ﹤0.01%
30,000
860
$224K ﹤0.01%
16,617
861
$224K ﹤0.01%
20,849
-4,038
862
$223K ﹤0.01%
2,429
-6,259
863
$221K ﹤0.01%
5,975
-492
864
$220K ﹤0.01%
2,626
+1
865
$220K ﹤0.01%
19,000
866
$217K ﹤0.01%
2,850
867
$216K ﹤0.01%
2,244
-24,850
868
$216K ﹤0.01%
26,532
-4,504
869
$214K ﹤0.01%
4,761
870
$214K ﹤0.01%
2,571
-24
871
$212K ﹤0.01%
4,710
872
$211K ﹤0.01%
25,900
873
$211K ﹤0.01%
3,440
-732
874
$208K ﹤0.01%
9,370
875
$207K ﹤0.01%
+2,471
33 34
35
36 37