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
1301
– –
-1,014
1302
$0 ﹤0.01%
12
-11,750
1303
– –
-2,458
1304
– –
-19,101
1305
– –
-2,493
1306
$0 ﹤0.01%
+1
1307
– –
-390
1308
– –
-1,703
1309
– –
-12,421
1310
– –
-62,694
1311
– –
-53,306
1312
$0 ﹤0.01%
+21
1313
$0 ﹤0.01%
+2
1314
– –
-500
1315
– –
-300,000
1316
– –
-8,864
1317
– –
-15,155
1318
– –
-11,900
1319
– –
-11,500
1320
– –
-4,700
1321
– –
-69,235
1322
– –
-11,001
1323
– –
-160,814
1324
– –
-10,882
1325
– –
-1,112
50 51 52
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