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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
1276
– –
-26,069
1277
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-3,040
1278
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-27,067
1279
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-546,528
1280
$0 ﹤0.01%
+33
1281
– –
-2,688
1282
– –
-11,457
1283
– –
-5,422
1284
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-350,000
1285
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-1,369
1286
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-2,779
1287
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-53,306
1288
$0 ﹤0.01%
+21
1289
$0 ﹤0.01%
+2
1290
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-500
1291
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1292
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-8,864
1293
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-15,155
1294
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-11,900
1295
$0 ﹤0.01%
+171
1296
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-11,500
1297
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-4,700
1298
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-69,235
1299
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1300
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-10,000
50 51
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53 54