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
1201
$4K ﹤0.01%
+33
1202
$3K ﹤0.01%
+16
1203
$3K ﹤0.01%
+570
1204
$3K ﹤0.01%
+23
1205
$3K ﹤0.01%
+31
1206
$3K ﹤0.01%
+65
1207
$3K ﹤0.01%
+18
1208
$3K ﹤0.01%
+28
1209
$3K ﹤0.01%
+205
1210
$3K ﹤0.01%
+18
1211
$3K ﹤0.01%
+16
1212
$3K ﹤0.01%
+32
1213
$3K ﹤0.01%
+39
1214
$3K ﹤0.01%
+134
1215
$3K ﹤0.01%
+51
1216
$2K ﹤0.01%
+126
1217
$2K ﹤0.01%
+228
1218
$2K ﹤0.01%
+15
1219
$2K ﹤0.01%
+30
1220
$2K ﹤0.01%
+100
1221
$2K ﹤0.01%
+30
1222
$2K ﹤0.01%
+73
1223
$2K ﹤0.01%
+15
1224
$2K ﹤0.01%
57
-5,148
1225
$2K ﹤0.01%
+11
47 48
49
50 51