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
$37.1B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$81.5M
3
+$77.1M
4
VICI icon
VICI Properties
VICI
+$70M
5
TJX icon
TJX Companies
TJX
+$60.9M

Top Sells

1
+$189M
2
+$139M
3
+$79.2M
4
EOG icon
EOG Resources
EOG
+$76M
5
TMUS icon
T-Mobile US
TMUS
+$42.9M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.73%
3 Financials 13.73%
4 Consumer Discretionary 8.2%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
– –
-326
927
– –
-10,582
928
– –
-237
929
– –
-1,410
930
– –
-13,468
931
– –
-19,811
932
– –
-1,025
933
– –
-15,524
934
– –
-1,575
935
– –
-7
936
– –
-2,427
937
– –
-360
938
– –
-1,408
939
– –
-545
940
– –
-39
941
– –
-68
942
– –
-324
943
– –
-1,910
944
– –
-1,550
945
– –
-2,426
946
– –
-261
947
– –
-57
948
– –
-246
949
– –
-25
950
– –
-6
36 37
38
39 40