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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
1326
– –
-12,421
1327
– –
-62,694
1328
– –
-17,000
1329
– –
-11,339
1330
– –
-2,147
1331
– –
-450,000
1332
$0 ﹤0.01%
+7
1333
$0 ﹤0.01%
+11
1334
– –
-2,763
1335
– –
-16,666
1336
– –
-7,750
1337
– –
-1,014
1338
$0 ﹤0.01%
12
-11,750
50 51 52 53
54