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
1126
-1,080
1127
-1,394
1128
-624
1129
-15,887
1130
-290
1131
-128
1132
-45
1133
-2
1134
-54,825
1135
-94
1136
-16,116
1137
-228
1138
-7
1139
-38
1140
-2,833
1141
-6,167
1142
-640
1143
-1
1144
-3,165
1145
-1,157
1146
-1,050
1147
-1,161
1148
-312
1149
-600
1150
-191