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
876
$268K ﹤0.01%
+17,162
877
$268K ﹤0.01%
4,795
-272
878
$266K ﹤0.01%
+2,333
879
$265K ﹤0.01%
2,625
-419
880
$265K ﹤0.01%
125,430
+7,008
881
$265K ﹤0.01%
6,846
+705
882
$263K ﹤0.01%
9,753
-1,448
883
$263K ﹤0.01%
44,621
884
$263K ﹤0.01%
+23,039
885
$262K ﹤0.01%
3,400
886
$261K ﹤0.01%
9,414
-1,057
887
$261K ﹤0.01%
4,230
-19,109
888
$259K ﹤0.01%
2,595
-485
889
$259K ﹤0.01%
2,000
890
$258K ﹤0.01%
5,150
891
$258K ﹤0.01%
1,100
892
$257K ﹤0.01%
+11,765
893
$256K ﹤0.01%
7,079
894
$254K ﹤0.01%
2,485
+469
895
$252K ﹤0.01%
4,710
-5,569
896
$252K ﹤0.01%
67,484
-2,036
897
$250K ﹤0.01%
1,316
-196
898
$250K ﹤0.01%
6,321
+798
899
$249K ﹤0.01%
4,761
900
$249K ﹤0.01%
1,490
34 35
36
37 38