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
126
$66.4M 0.17%
189,273
-74,750
127
$66.3M 0.17%
936,542
+423,706
128
$66.1M 0.17%
350,518
+58,325
129
$64.5M 0.17%
1,170,342
+317,147
130
$64.4M 0.17%
813,446
-125,984
131
$61.4M 0.16%
1,907,038
-61,146
132
$60.9M 0.16%
452,948
+33,270
133
$59.9M 0.16%
3,953,580
-4,844,640
134
$59.7M 0.16%
275,573
+30,105
135
$59.6M 0.15%
414,585
+833
136
$59M 0.15%
1,210,728
+475,137
137
$58.4M 0.15%
1,375,079
+101,624
138
$57.1M 0.15%
193,790
+42,214
139
$56.2M 0.15%
26,137
-3,599
140
$55.2M 0.14%
342,109
-9,830
141
$54.5M 0.14%
279,218
-33,689
142
$54.2M 0.14%
867,919
+228,360
143
$52.3M 0.14%
3,207,854
-79,358
144
$52.1M 0.14%
548,220
+447,405
145
$51.7M 0.13%
1,485,351
+709,910
146
$51.6M 0.13%
602,360
+2,917
147
$50.1M 0.13%
1,309,695
+172,206
148
$48.5M 0.13%
1,555,009
-461,112
149
$47.2M 0.12%
973,776
+2,309
150
$46.6M 0.12%
170,098
+90,745
4 5
6
7 8