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
1026
– –
-21,812
1027
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-360,897
1028
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-514,038
1029
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-1,064,250
1030
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-2,128,500
1031
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-503,245
1032
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-3,762
1033
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-25,000
1034
– –
-337,172
1035
– –
-2,198
1036
– –
-2,707
1037
– –
-11,054
1038
– –
-3,083
1039
– –
-5,922
1040
– –
-10,860
1041
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-676,020
1042
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1043
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-1,886
1044
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-36,860
1045
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-440
1046
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-5,000
1047
– –
-13,784
1048
– –
-22,146
1049
– –
-13,647
1050
– –
-3,350
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