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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
1251
$1K ﹤0.01%
+18
1252
$1K ﹤0.01%
+3
1253
$1K ﹤0.01%
+15
1254
$1K ﹤0.01%
+12
1255
– –
-2,837
1256
– –
-4,333
1257
– –
-1,394
1258
– –
-1,739
1259
– –
-36,000
1260
– –
-6,496
1261
– –
-20,000
1262
– –
-3,811
1263
– –
-74,074
1264
– –
-52,140
1265
– –
-6,473
1266
– –
-2,334
1267
– –
-10,206
1268
– –
-13,143
1269
– –
-361,005
1270
– –
-2,187
1271
– –
-5,000
1272
– –
-11,000
1273
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-16,704
1274
– –
-11,000
1275
– –
-30,000
49 50
51
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