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
1276
– –
-3,775
1277
– –
-157
1278
– –
-11,201
1279
– –
-25,048
1280
– –
-11,434
1281
$0 ﹤0.01%
13
-1,054
1282
– –
-13,233
1283
– –
-445
1284
– –
-5,782
1285
– –
-510
1286
– –
-15,000
1287
– –
-1,384
1288
– –
-350
1289
– –
-10,178
1290
– –
-1,260
1291
– –
-18
1292
– –
-3,945
1293
$0 ﹤0.01%
11
1294
– –
-1,490
1295
– –
-4,827
1296
– –
-17,684
1297
– –
-5,320
1298
– –
-125,430
1299
– –
-850
1300
– –
-6
50 51
52
53 54