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
$38.5B
AUM Growth
-$7.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,345
New
Increased
Reduced
Closed

Top Buys

1
+$183M
2
+$106M
3
+$97.8M
4
SIVB
SVB Financial Group
SIVB
+$78.3M
5
INTU icon
Intuit
INTU
+$69.4M

Top Sells

1
+$200M
2
+$117M
3
+$91.4M
4
URI icon
United Rentals
URI
+$88.6M
5
RHI icon
Robert Half
RHI
+$87.5M

Sector Composition

1 Technology 22.47%
2 Healthcare 14.89%
3 Financials 13.86%
4 Industrials 8.26%
5 Consumer Discretionary 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1051
$13K ﹤0.01%
1,575
+395
1052
$12K ﹤0.01%
147
1053
$12K ﹤0.01%
+54
1054
$12K ﹤0.01%
28
1055
$11K ﹤0.01%
94
1056
$11K ﹤0.01%
+162
1057
$11K ﹤0.01%
850
1058
$11K ﹤0.01%
1,075
+780
1059
$10K ﹤0.01%
7
1060
$10K ﹤0.01%
80
1061
$10K ﹤0.01%
+100
1062
$10K ﹤0.01%
145
-18,085
1063
$9K ﹤0.01%
425
1064
$9K ﹤0.01%
393
1065
$9K ﹤0.01%
368
+20
1066
$9K ﹤0.01%
142
-2,000
1067
$9K ﹤0.01%
+100
1068
$9K ﹤0.01%
191
-40
1069
$9K ﹤0.01%
235
1070
$8K ﹤0.01%
74
1071
$8K ﹤0.01%
166
1072
$8K ﹤0.01%
201
1073
$8K ﹤0.01%
650
+44
1074
$8K ﹤0.01%
183
1075
$8K ﹤0.01%
21
+4
41 42
43
44 45