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
1226
$2K ﹤0.01%
+45
1227
$2K ﹤0.01%
+432
1228
$2K ﹤0.01%
+6
1229
$1K ﹤0.01%
+20
1230
$1K ﹤0.01%
+11
1231
$1K ﹤0.01%
+21
1232
$1K ﹤0.01%
+16
1233
$1K ﹤0.01%
+38
1234
$1K ﹤0.01%
+13
1235
$1K ﹤0.01%
+135
1236
$1K ﹤0.01%
+21
1237
$1K ﹤0.01%
+11
1238
$1K ﹤0.01%
+20
1239
$1K ﹤0.01%
+18
1240
$1K ﹤0.01%
+3
1241
$1K ﹤0.01%
+15
1242
$1K ﹤0.01%
+41
1243
$1K ﹤0.01%
+15
1244
$1K ﹤0.01%
+104
1245
$1K ﹤0.01%
+11
1246
$1K ﹤0.01%
+8
1247
$1K ﹤0.01%
+18
1248
$1K ﹤0.01%
+10
1249
$1K ﹤0.01%
+105
1250
$1K ﹤0.01%
+25
48 49
50
51 52