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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-1,145
1002
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1003
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1004
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-89,192
1005
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1006
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-4,825
1007
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-3,347
1008
– –
-42
1009
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-1,098
1010
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-10,984
1011
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-36,826
1012
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-2,779
1013
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-56
1014
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-3,872
1015
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-6,309
1016
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-14,620
1017
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-6,665
1018
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-10,782
1019
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-16,332
1020
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-16,249
1021
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-23,549
1022
– –
-44,100
1023
– –
-791
1024
– –
-1,827
1025
– –
-15,989
39 40
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