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
901
$202K ﹤0.01%
1,596
-97,586
902
$188K ﹤0.01%
208
-3
903
$184K ﹤0.01%
17,676
904
$174K ﹤0.01%
2,978
-100
905
$166K ﹤0.01%
15,887
-75,606
906
$161K ﹤0.01%
+11,000
907
$158K ﹤0.01%
10,000
-112
908
$147K ﹤0.01%
14,954
+162
909
$143K ﹤0.01%
11,754
+1,350
910
$137K ﹤0.01%
10,884
911
$135K ﹤0.01%
11,500
912
$120K ﹤0.01%
12,040
913
$112K ﹤0.01%
3,100
914
$105K ﹤0.01%
10,004
-1,103
915
$101K ﹤0.01%
10,000
916
$82K ﹤0.01%
1,394
917
$75K ﹤0.01%
275
+3
918
$68K ﹤0.01%
3,702
919
$59K ﹤0.01%
10,000
920
$56K ﹤0.01%
12,000
921
$49K ﹤0.01%
10,680
-5,624
922
$42K ﹤0.01%
2,083
923
$39K ﹤0.01%
10,000
924
$31K ﹤0.01%
17,135
925
$25K ﹤0.01%
46
35 36
37
38 39