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
1051
– –
-173,010
1052
– –
-4,068
1053
– –
-30,000
1054
– –
-5,000
1055
– –
-195,605
1056
– –
-15,701
1057
– –
-10,187
1058
– –
-21,590
1059
– –
-23
1060
– –
-25,060
1061
– –
-14,996
1062
– –
-3,574
1063
– –
-14,447
1064
– –
-113,100
1065
– –
-3,609
1066
– –
-9,603
1067
– –
-53,799
1068
– –
-4,670
1069
– –
-376,697
1070
– –
-400,000
1071
– –
-32,058
1072
– –
-56,699
1073
– –
-100,092
1074
– –
-251,754
1075
– –
-195,721
40 41 42
43
44