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
$30.7B
AUM Growth
+$2.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
945
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$114M
3
+$87.6M
4
BN icon
Brookfield
BN
+$79.7M
5
BX icon
Blackstone
BX
+$65.3M

Top Sells

1
+$129M
2
+$107M
3
+$97M
4
ORCL icon
Oracle
ORCL
+$90.2M
5
PYPL icon
PayPal
PYPL
+$58.6M

Sector Composition

1 Technology 21.23%
2 Financials 14.61%
3 Healthcare 13.77%
4 Energy 10.8%
5 Consumer Discretionary 9.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
901
– –
-2,145
902
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-73,300
903
– –
-21,500
904
– –
-25,347
905
– –
-20,631
906
– –
-1,431
907
– –
-93,934
908
– –
-10,513
909
– –
-21,723
910
– –
-10,243
911
– –
-13,719
912
– –
-2,100
913
– –
-136,569
914
– –
-11,797
915
– –
-11,825
916
– –
-10,564
917
– –
-21,380
918
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-15,285
919
– –
-13,940
920
– –
-10,109
921
– –
-10,828
922
– –
-13,103
923
– –
-74,130
924
– –
-2,500
925
– –
-8,669
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