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
$39.7B
AUM Growth
+$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,092
New
Increased
Reduced
Closed

Top Buys

1
+$201M
2
+$196M
3
+$151M
4
TEL icon
TE Connectivity
TEL
+$130M
5
BKNG icon
Booking.com
BKNG
+$120M

Top Sells

1
+$226M
2
+$145M
3
+$140M
4
AAPL icon
Apple
AAPL
+$135M
5
TJX icon
TJX Companies
TJX
+$120M

Sector Composition

1 Technology 23.26%
2 Financials 15.32%
3 Healthcare 13.54%
4 Consumer Discretionary 9.75%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$36.9M 0.09%
695,331
-33,068
177
$36.6M 0.09%
114,587
-326
178
$35.9M 0.09%
154,480
-4,627
179
$34.6M 0.09%
541,429
-18,733
180
$33.9M 0.09%
119,268
+330
181
$33.4M 0.08%
244,033
-7,959
182
$33.4M 0.08%
370,930
-22,061
183
$33M 0.08%
533,487
+83,160
184
$32.9M 0.08%
588,766
-18,163
185
$30.9M 0.08%
508,333
+175,695
186
$30.1M 0.08%
642,670
+69,472
187
$30M 0.08%
209,366
-8,478
188
$29.9M 0.08%
773,970
+30,544
189
$29.9M 0.08%
350,299
+1,962
190
$29.9M 0.08%
474,031
-7,466
191
$29.8M 0.08%
188,474
+20,450
192
$29.1M 0.07%
301,147
-643,006
193
$28.9M 0.07%
251,582
-12,840
194
$28.8M 0.07%
218,838
-8,718
195
$28.7M 0.07%
68,504
-4,840
196
$28.6M 0.07%
128,553
+1,407
197
$28.6M 0.07%
12,331,967
+2,037,124
198
$28.5M 0.07%
+624,032
199
$28.4M 0.07%
545,510
-1,030
200
$28.3M 0.07%
247,158
-10,107
6 7
8
9 10