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
1251
– –
-1,229
1252
$0 ﹤0.01%
+17
1253
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-23
1254
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1255
$0 ﹤0.01%
+4
1256
– –
-17,980
1257
– –
-15,358
1258
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-34,636
1259
– –
-8,826
1260
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-44,621
1261
– –
-99
1262
$0 ﹤0.01%
43
-22,116
1263
$0 ﹤0.01%
+4
1264
– –
-1,845
1265
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1266
– –
-157
1267
– –
-11,201
1268
– –
-25,048
1269
– –
-11,434
1270
$0 ﹤0.01%
13
-1,054
1271
– –
-351
1272
– –
-157
1273
– –
-600
1274
– –
-1,100
1275
– –
-4,329
49 50
51
52 53