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
1301
– –
-98,813
1302
– –
-1,835
1303
– –
-1,820
1304
– –
-23,774
1305
$0 ﹤0.01%
+2
1306
– –
-715
1307
– –
-3,300
1308
$0 ﹤0.01%
3
1309
– –
-350
1310
– –
-3,290
1311
– –
-8,268
1312
– –
-1,088
1313
– –
-2,535
1314
– –
-595
1315
– –
-33,751
1316
– –
-5,602
1317
$0 ﹤0.01%
+6
1318
– –
-218
1319
– –
-190
1320
– –
-27,100
1321
– –
-220
1322
– –
-3,017
1323
– –
-1,490
1324
– –
-3,354
1325
– –
-909
50 51 52
53
54