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
901
$249K ﹤0.01%
2,071
-519
902
$247K ﹤0.01%
25,225
903
$247K ﹤0.01%
8,250
+1,000
904
$247K ﹤0.01%
+11,201
905
$246K ﹤0.01%
2,104
-125
906
$245K ﹤0.01%
+4,325
907
$242K ﹤0.01%
+3,857
908
$242K ﹤0.01%
14,370
909
$241K ﹤0.01%
16,293
910
$239K ﹤0.01%
+4,329
911
$238K ﹤0.01%
25,900
912
$235K ﹤0.01%
+24,887
913
$234K ﹤0.01%
+3,290
914
$233K ﹤0.01%
30,000
915
$233K ﹤0.01%
10,255
+159
916
$233K ﹤0.01%
1,108
-266
917
$233K ﹤0.01%
8,159
+9
918
$232K ﹤0.01%
1,644
+56
919
$232K ﹤0.01%
5,974
+52
920
$230K ﹤0.01%
2,871
-819
921
$229K ﹤0.01%
+1,257
922
$229K ﹤0.01%
1,739
-285
923
$229K ﹤0.01%
9,370
924
$228K ﹤0.01%
525
+75
925
$228K ﹤0.01%
10,541
35 36
37
38 39