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
1126
$4K ﹤0.01%
86
-6,770
1127
$4K ﹤0.01%
1,161
1128
$3K ﹤0.01%
218
1129
$3K ﹤0.01%
134
1130
$3K ﹤0.01%
114
1131
$3K ﹤0.01%
800
1132
$3K ﹤0.01%
120
1133
$3K ﹤0.01%
+52
1134
$3K ﹤0.01%
322
-15,285
1135
$3K ﹤0.01%
18
1136
$3K ﹤0.01%
39
1137
$2K ﹤0.01%
570
1138
$2K ﹤0.01%
51
1139
$2K ﹤0.01%
+312
1140
$2K ﹤0.01%
+48
1141
$2K ﹤0.01%
30
1142
$2K ﹤0.01%
31
1143
$2K ﹤0.01%
65
1144
$2K ﹤0.01%
25
-15
1145
$2K ﹤0.01%
28
1146
$2K ﹤0.01%
45
1147
$2K ﹤0.01%
205
1148
$2K ﹤0.01%
104
1149
$2K ﹤0.01%
21
-108
1150
$2K ﹤0.01%
75
+63
44 45
46
47 48