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
1151
$9K ﹤0.01%
+198
1152
$9K ﹤0.01%
+310
1153
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+183
1154
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1156
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1157
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+36
1158
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+17
1159
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1160
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1161
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+142
1162
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+48
1165
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+77
1166
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+13
1167
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+540
1168
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+215
1170
$7K ﹤0.01%
218
-21,942
1171
$6K ﹤0.01%
+1,103
1172
$6K ﹤0.01%
+290
1173
$6K ﹤0.01%
+220
1174
$6K ﹤0.01%
+45
1175
$6K ﹤0.01%
+49
45 46
47
48 49