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
1026
-250,000
1027
-350,000
1028
-200,000
1029
-250,000
1030
-77,374
1031
-156,667
1032
-10,863
1033
-13,593
1034
-133,962
1035
-13,558
1036
-10,609
1037
-10,922
1038
-1,000,000
1039
-500,000
1040
-71,547
1041
-8,189
1042
-11,795
1043
-3,569
1044
-21,000
1045
-100,000
1046
-9,421
1047
-2,850
1048
-161,455
1049
-605,710
1050
-51,390