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
1176
$1K ﹤0.01%
9
-10,449
1177
$1K ﹤0.01%
+2
1178
$1K ﹤0.01%
228
1179
$1K ﹤0.01%
21
1180
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16
1181
$1K ﹤0.01%
38
1182
$1K ﹤0.01%
15
1183
– –
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1184
– –
-23,774
1185
$0 ﹤0.01%
+2
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1187
– –
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1188
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1190
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1191
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– –
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$0 ﹤0.01%
2
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46 47
48
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