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
876
$224K ﹤0.01%
2,244
-4,397
877
$223K ﹤0.01%
6,799
878
$222K ﹤0.01%
+30,000
879
$222K ﹤0.01%
15,155
880
$220K ﹤0.01%
12,950
881
$216K ﹤0.01%
15,184
+241
882
$216K ﹤0.01%
749
-3,426
883
$216K ﹤0.01%
9,000
884
$215K ﹤0.01%
2,840
885
$214K ﹤0.01%
12,309
886
$213K ﹤0.01%
3,400
887
$213K ﹤0.01%
2,879
-24
888
$212K ﹤0.01%
4,004
-266
889
$211K ﹤0.01%
12,310
-1,064
890
$209K ﹤0.01%
25,000
891
$208K ﹤0.01%
11,098
-9,401
892
$207K ﹤0.01%
44,621
893
$205K ﹤0.01%
50,000
894
$205K ﹤0.01%
+880
895
$205K ﹤0.01%
13,255
-103
896
$204K ﹤0.01%
1,469
-71
897
$204K ﹤0.01%
300,000
898
$203K ﹤0.01%
2,928
-525
899
$202K ﹤0.01%
6,978
900
$202K ﹤0.01%
5,123
-81,060
34 35
36
37 38