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
1001
$178K ﹤0.01%
15,060
1002
$177K ﹤0.01%
17,676
1003
$162K ﹤0.01%
81
1004
$160K ﹤0.01%
10,884
-5,000
1005
$159K ﹤0.01%
12,000
-9,000
1006
$158K ﹤0.01%
+10,004
1007
$147K ﹤0.01%
272
-7
1008
$138K ﹤0.01%
10,153
+107
1009
$136K ﹤0.01%
14,368
+189
1010
$130K ﹤0.01%
11,530
+44
1011
$120K ﹤0.01%
12,000
1012
$110K ﹤0.01%
3,500
1013
$109K ﹤0.01%
+780
1014
$107K ﹤0.01%
3,702
1015
$105K ﹤0.01%
+10,000
1016
$79K ﹤0.01%
16,212
+91
1017
$71K ﹤0.01%
500
1018
$45K ﹤0.01%
10,000
1019
$42K ﹤0.01%
+2,083
1020
$39K ﹤0.01%
+46
1021
$27K ﹤0.01%
+1,207
1022
– –
-200,000
1023
– –
-59,390
1024
– –
-4,000
1025
– –
-12,000
39 40
41
42 43