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
1201
– –
-228,882
1202
– –
-9,173
1203
– –
-125,000
1204
– –
-51,337
1205
– –
-545,303
1206
– –
-7,466
1207
– –
-660
1208
– –
-10,361
1209
– –
-23,039
1210
– –
-70,733
1211
– –
-1,262
1212
– –
-1,417
1213
– –
-1,656
1214
– –
-11
1215
– –
-134
1216
– –
-795
1217
– –
-351
1218
– –
-157
1219
– –
-600
1220
– –
-1,100
1221
– –
-4,329
1222
– –
-33
1223
– –
-5,974
1224
– –
-3,029
1225
$0 ﹤0.01%
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