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
1226
-120
1227
-4,695
1228
-25,225
1229
-82
1230
-368,214
1231
$0 ﹤0.01%
11
1232
-1,644
1233
-111
1234
-302
1235
-2,104
1236
-66
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$0 ﹤0.01%
1
-560
1238
-183
1239
-8,501
1240
-16,648
1241
-1,108
1242
$0 ﹤0.01%
+4
1243
-2,281
1244
-8,088
1245
-13
1246
$0 ﹤0.01%
135
1247
-41
1248
-148
1249
-138,808
1250
-7,079