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
1326
– –
-67,100
1327
$0 ﹤0.01%
126
1328
$0 ﹤0.01%
21
1329
– –
-2
1330
– –
-4,000
1331
$0 ﹤0.01%
50
1332
– –
-600
1333
$0 ﹤0.01%
+13
1334
$0 ﹤0.01%
171
1335
– –
-228,882
1336
– –
-9,173
1337
– –
-125,000
1338
– –
-4,193
1339
– –
-148
1340
– –
-13,233
1341
– –
-445
1342
– –
-5,782
50 51 52 53
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