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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$196M
3
+$151M
4
TEL icon
TE Connectivity
TEL
+$130M
5
BKNG icon
Booking.com
BKNG
+$120M

Top Sells

1
+$226M
2
+$145M
3
+$140M
4
AAPL icon
Apple
AAPL
+$135M
5
TJX icon
TJX Companies
TJX
+$120M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$244K ﹤0.01%
4,825
+500
952
$244K ﹤0.01%
13,232
+721
953
$244K ﹤0.01%
+8,014
954
$243K ﹤0.01%
+44,621
955
$242K ﹤0.01%
+3,020
956
$241K ﹤0.01%
2,600
957
$241K ﹤0.01%
5,339
-2,058
958
$241K ﹤0.01%
14,404
+1,300
959
$241K ﹤0.01%
+10,000
960
$239K ﹤0.01%
+14,456
961
$238K ﹤0.01%
15,143
-5,172
962
$237K ﹤0.01%
+1,588
963
$237K ﹤0.01%
+1,177
964
$237K ﹤0.01%
11,328
-649,639
965
$232K ﹤0.01%
+2,043
966
$230K ﹤0.01%
3,017
967
$229K ﹤0.01%
1,554
+112
968
$227K ﹤0.01%
3,400
969
$226K ﹤0.01%
12,950
970
$225K ﹤0.01%
2,576
971
$223K ﹤0.01%
9,335
-7,200
972
$223K ﹤0.01%
+2,779
973
$221K ﹤0.01%
1,561
-55
974
$221K ﹤0.01%
2,417
-182
975
$220K ﹤0.01%
12,650
37 38
39
40 41