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
$48.2B
AUM Growth
+$5.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$175M
3
+$140M
4
BKNG icon
Booking.com
BKNG
+$87.1M
5
PANW icon
Palo Alto Networks
PANW
+$73.5M

Top Sells

1
+$109M
2
+$106M
3
+$105M
4
AWK icon
American Water Works
AWK
+$72M
5
CONE
CyrusOne Inc Common Stock
CONE
+$68.2M

Sector Composition

1 Technology 24.84%
2 Financials 14.72%
3 Healthcare 12.66%
4 Consumer Discretionary 9.38%
5 Industrials 8.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
– –
-28,670
1027
– –
-15,184
1028
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-10,087
1029
– –
-371,250
1030
– –
-9,707
1031
– –
-2,530
1032
– –
-16,920
1033
– –
-13,567
1034
– –
-18,669
1035
– –
-10,609
1036
– –
-39,151
1037
– –
-5,123
1038
– –
-500,000
1039
– –
-250,000
1040
– –
-119,748
1041
– –
-10,662
1042
– –
-12,174
1043
– –
-20,948
1044
– –
-13,684
1045
– –
-1,596
1046
– –
-749
1047
– –
-14,220
1048
– –
-25,000
1049
– –
-12,087
1050
– –
-84,903
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