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
$43B
AUM Growth
-$554M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$106M
3
+$93.9M
4
TEL icon
TE Connectivity
TEL
+$73.9M
5
SWK icon
Stanley Black & Decker
SWK
+$72.3M

Top Sells

1
+$202M
2
+$137M
3
+$106M
4
XPO icon
XPO
XPO
+$82.4M
5
WAL icon
Western Alliance Bancorporation
WAL
+$77M

Sector Composition

1 Technology 23.77%
2 Financials 15.93%
3 Healthcare 13.08%
4 Consumer Discretionary 9.62%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
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-23,549
1002
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1003
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-791
1004
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1005
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-15,989
1006
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1007
– –
-9,070
1008
– –
-5,083
1009
– –
-27,499
1010
– –
-4,410
1011
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-47,582
1012
– –
-395,549
1013
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-17,088
1014
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-500
1015
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-660,340
1016
– –
-11,400
1017
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-600,000
1018
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-425,000
1019
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-20,000
1020
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-492,592
1021
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-200,000
1022
– –
-672,902
1023
– –
-698,831
1024
– –
-20,484
1025
– –
-16,249
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