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
1126
$12K ﹤0.01%
+147
1127
$12K ﹤0.01%
40
1128
$11K ﹤0.01%
+94
1129
$11K ﹤0.01%
+80
1130
$11K ﹤0.01%
+845
1131
$11K ﹤0.01%
+231
1132
$11K ﹤0.01%
+510
1133
$11K ﹤0.01%
+235
1134
$11K ﹤0.01%
97
-17,317
1135
$11K ﹤0.01%
+204
1136
$11K ﹤0.01%
138
-19,586
1137
$10K ﹤0.01%
+232
1138
$10K ﹤0.01%
+99
1139
$10K ﹤0.01%
+166
1140
$10K ﹤0.01%
+425
1141
$10K ﹤0.01%
+393
1142
$10K ﹤0.01%
+348
1143
$9K ﹤0.01%
+2,781
1144
$9K ﹤0.01%
+45
1145
$9K ﹤0.01%
+107
1146
$9K ﹤0.01%
+74
1147
$9K ﹤0.01%
+157
1148
$9K ﹤0.01%
+660
1149
$9K ﹤0.01%
+201
1150
$9K ﹤0.01%
+606
44 45
46
47 48