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%
11
1177
$1K ﹤0.01%
+76
1178
$1K ﹤0.01%
+102
1179
$1K ﹤0.01%
20
1180
$1K ﹤0.01%
10
1181
$1K ﹤0.01%
25
1182
$1K ﹤0.01%
9
-10,449
1183
– –
-3,256
1184
– –
-14,276
1185
– –
-40
1186
$0 ﹤0.01%
2
-5,833
1187
– –
-67,100
1188
$0 ﹤0.01%
126
1189
$0 ﹤0.01%
21
1190
– –
-2
1191
– –
-4,000
1192
$0 ﹤0.01%
50
1193
– –
-600
1194
$0 ﹤0.01%
+13
1195
$0 ﹤0.01%
171
1196
– –
-290
1197
– –
-2,071
1198
– –
-1,515
1199
– –
-797,000
1200
– –
-20,820
46 47
48
49 50