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%
+39
1252
$1K ﹤0.01%
+12
1253
$1K ﹤0.01%
+3
1254
$1K ﹤0.01%
+50
1255
$0 ﹤0.01%
+171
1256
– –
-2,837
1257
– –
-4,333
1258
– –
-1,394
1259
– –
-1,739
1260
– –
-36,000
1261
– –
-6,496
1262
– –
-20,000
1263
– –
-3,811
1264
– –
-74,074
1265
– –
-52,140
1266
– –
-6,473
1267
– –
-29,724
1268
– –
-1,178
1269
– –
-553
1270
– –
-459,731
1271
– –
-639
1272
– –
-34,326
1273
– –
-34,000
1274
– –
-6,978
1275
– –
-2,334
49 50
51
52 53