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
– –
-37,976
1327
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-81,368
1328
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-18,000
1329
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-17,000
1330
– –
-11,339
1331
– –
-450,000
1332
– –
-2,147
1333
– –
-11,457
1334
– –
-2,711
1335
$0 ﹤0.01%
+7
1336
– –
-10,000
1337
– –
-501,768
1338
$0 ﹤0.01%
+11
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