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
$45.8B
AUM Growth
-$2.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,339
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$156M
3
+$144M
4
SPGI icon
S&P Global
SPGI
+$85M
5
COP icon
ConocoPhillips
COP
+$84.3M

Top Sells

1
+$211M
2
+$200M
3
+$173M
4
BX icon
Blackstone
BX
+$117M
5
TREX icon
Trex
TREX
+$82.1M

Sector Composition

1 Technology 23.55%
2 Financials 14.67%
3 Healthcare 13.16%
4 Consumer Discretionary 8.85%
5 Industrials 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$40K ﹤0.01%
+10,000
1052
$40K ﹤0.01%
+1,067
1053
$40K ﹤0.01%
3,702
1054
$40K ﹤0.01%
218
-719
1055
$39K ﹤0.01%
+5,860
1056
$39K ﹤0.01%
4,193
-100,336
1057
$38K ﹤0.01%
+424
1058
$38K ﹤0.01%
+200
1059
$38K ﹤0.01%
+3,190
1060
$37K ﹤0.01%
2,083
1061
$37K ﹤0.01%
+1,384
1062
$36K ﹤0.01%
1,050
-26,761
1063
$36K ﹤0.01%
+350
1064
$36K ﹤0.01%
+595
1065
$35K ﹤0.01%
+292
1066
$33K ﹤0.01%
850
-21,150
1067
$33K ﹤0.01%
+1,088
1068
$31K ﹤0.01%
+290
1069
$31K ﹤0.01%
+76
1070
$30K ﹤0.01%
+891
1071
$30K ﹤0.01%
+250
1072
$30K ﹤0.01%
10,000
1073
$29K ﹤0.01%
+315
1074
$29K ﹤0.01%
+13,334
1075
$29K ﹤0.01%
+280
41 42
43
44 45