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
1101
$6K ﹤0.01%
49
1102
$6K ﹤0.01%
396
1103
$5K ﹤0.01%
+38
1104
$5K ﹤0.01%
105
-1,211
1105
$5K ﹤0.01%
1,080
-23
1106
$5K ﹤0.01%
220
1107
$5K ﹤0.01%
33
+3
1108
$5K ﹤0.01%
48
1109
$5K ﹤0.01%
215
1110
$5K ﹤0.01%
+76
1111
$5K ﹤0.01%
182
1112
$5K ﹤0.01%
326
1113
$5K ﹤0.01%
261
1114
$5K ﹤0.01%
+1,000
1115
$5K ﹤0.01%
199
1116
$4K ﹤0.01%
128
1117
$4K ﹤0.01%
804
1118
$4K ﹤0.01%
119
1119
$4K ﹤0.01%
+394
1120
$4K ﹤0.01%
+477
1121
$4K ﹤0.01%
230
-18
1122
$4K ﹤0.01%
+47
1123
$4K ﹤0.01%
+842
1124
$4K ﹤0.01%
40
+2
1125
$4K ﹤0.01%
360
-20,530
43 44
45
46 47