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
– –
-1,000
1102
– –
-50
1103
– –
-5
1104
– –
-232
1105
– –
-310
1106
– –
-2,455
1107
– –
-171
1108
– –
-17,135
1109
– –
-49,381
1110
– –
-142
1111
– –
-9
1112
– –
-20,300
1113
– –
-107
1114
– –
-51
1115
– –
-3,857
1116
– –
-13
1117
– –
-5,602
1118
– –
-164
1119
– –
-16,293
1120
– –
-28
1121
– –
-10,346
1122
– –
-15,887
1123
– –
-191
1124
– –
-15
1125
– –
-2,781
43 44
45
46 47