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
$37.8B
AUM Growth
+$5.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,026
New
Increased
Reduced
Closed

Top Buys

1
+$186M
2
+$159M
3
+$140M
4
SPGI icon
S&P Global
SPGI
+$138M
5
GS icon
Goldman Sachs
GS
+$77.6M

Top Sells

1
+$138M
2
+$96.1M
3
+$87.1M
4
CMCSA icon
Comcast
CMCSA
+$63.9M
5
EQIX icon
Equinix
EQIX
+$58.1M

Sector Composition

1 Technology 24.61%
2 Healthcare 14.53%
3 Financials 13.21%
4 Consumer Discretionary 10.66%
5 Industrials 7.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
– –
-5,834
1002
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-7,761
1003
– –
-7,536
1004
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-4,025
1005
– –
-100,000
1006
– –
-46,548
1007
– –
-10,146
1008
– –
-80,803
1009
– –
-10,475
1010
– –
-41,040
1011
– –
-10,909
1012
– –
-144,334
1013
– –
-3,030
1014
– –
-17,582
1015
– –
-35,925
1016
– –
-15,689
1017
– –
-1,000,000
1018
– –
-1,000,000
1019
– –
-500,000
1020
– –
-369,342
1021
– –
-4,141
1022
– –
-121,581
1023
– –
-75,507
1024
– –
-17,032
1025
– –
-13,518
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