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
1176
$6K ﹤0.01%
+295
1177
$6K ﹤0.01%
+38
1178
$6K ﹤0.01%
+396
1179
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+182
1180
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+326
1181
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+199
1182
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+248
1183
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+128
1184
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+134
1185
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+1,161
1186
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+804
1187
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+119
1188
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+445
1189
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+218
1190
$5K ﹤0.01%
+114
1191
$4K ﹤0.01%
+237
1192
$4K ﹤0.01%
+40
1193
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+800
1194
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+120
1195
$4K ﹤0.01%
+82
1196
$4K ﹤0.01%
+111
1197
$4K ﹤0.01%
+561
1198
$4K ﹤0.01%
+41
1199
$4K ﹤0.01%
+40
1200
$4K ﹤0.01%
+350
46 47
48
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