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
926
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-7,200
927
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-48,063
928
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-37,500
929
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-15,074
930
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931
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-25,000
932
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-96,020
933
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-37,990
934
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-14,967
935
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-30,000
936
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-415,416
937
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-15,271
938
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-504,882
939
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-63,000
940
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941
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942
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943
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944
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-153,739
945
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-71,938
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