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
– –
-11,975
1027
– –
-2,128
1028
– –
-254,698
1029
– –
-5,257
1030
– –
-2,134
1031
– –
-475,201
1032
– –
-28,400
1033
– –
-3,410
1034
– –
-11,036
1035
– –
-3,570,400
1036
– –
-1,771
1037
– –
-45,056
1038
– –
-2,550
1039
– –
-9,070
1040
– –
-5,083
1041
– –
-27,499
1042
– –
-4,410
1043
– –
-47,582
1044
– –
-395,549
1045
– –
-17,088
1046
– –
-5,210
1047
– –
-7,645
1048
– –
-9,578
1049
– –
-340
1050
– –
-500
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