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
$37.1B
AUM Growth
-$1.37B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,252
New
Increased
Reduced
Closed

Top Buys

1
+$92M
2
+$81.5M
3
+$77.1M
4
VICI icon
VICI Properties
VICI
+$70M
5
TJX icon
TJX Companies
TJX
+$60.9M

Top Sells

1
+$189M
2
+$139M
3
+$79.2M
4
EOG icon
EOG Resources
EOG
+$76M
5
TMUS icon
T-Mobile US
TMUS
+$42.9M

Sector Composition

1 Technology 22.43%
2 Healthcare 14.73%
3 Financials 13.73%
4 Consumer Discretionary 8.2%
5 Industrials 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
– –
-16,293
1102
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-28
1103
– –
-12,282
1104
– –
-80
1105
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-40
1106
– –
-1,000
1107
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-396
1108
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-205
1109
– –
-205,500
1110
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-15
1111
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-201
1112
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-18
1113
– –
-650
1114
– –
-235
1115
– –
-3,113
1116
– –
-458
1117
– –
-600
1118
– –
-5,373
1119
– –
-393
1120
– –
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1121
– –
-147
1122
– –
-10,346
1123
– –
-2,781
1124
– –
-13,500
1125
– –
-681
43 44
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