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
$43B
AUM Growth
-$554M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,070
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$106M
3
+$93.9M
4
TEL icon
TE Connectivity
TEL
+$73.9M
5
SWK icon
Stanley Black & Decker
SWK
+$72.3M

Top Sells

1
+$202M
2
+$137M
3
+$106M
4
XPO icon
XPO
XPO
+$82.4M
5
WAL icon
Western Alliance Bancorporation
WAL
+$77M

Sector Composition

1 Technology 23.77%
2 Financials 15.93%
3 Healthcare 13.08%
4 Consumer Discretionary 9.62%
5 Industrials 8.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$69.2M 0.16%
263,959
-21,198
127
$68.2M 0.16%
698,645
-400,390
128
$67.5M 0.16%
872,298
+18,077
129
$66.7M 0.16%
+550,328
130
$65.5M 0.15%
2,536,684
+34,360
131
$65.4M 0.15%
1,329,165
-331,542
132
$64.3M 0.15%
266,826
-10,137
133
$63.1M 0.15%
1,261,253
-326,077
134
$61.9M 0.14%
340,229
-1,516
135
$61.5M 0.14%
289,117
+10,006
136
$61.2M 0.14%
185,235
-3,354
137
$60.8M 0.14%
273,622
-4,942
138
$60.3M 0.14%
124,397
-1,126
139
$60M 0.14%
1,035,019
-211,945
140
$56.6M 0.13%
378,775
+284,590
141
$54.4M 0.13%
326,556
+3,679
142
$53.8M 0.13%
364,900
+6,601
143
$53.1M 0.12%
913,679
+33,892
144
$51.3M 0.12%
305,925
-5,339
145
$50M 0.12%
357,495
-24,371
146
$49.8M 0.12%
29,338
-413
147
$48.1M 0.11%
104,950
-2,852
148
$48.1M 0.11%
565,841
-99,557
149
$47.9M 0.11%
589,984
+34,706
150
$46.8M 0.11%
212,363
+202,304
4 5
6
7 8