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
201
$29.3M 0.07%
252,962
+8,672
202
$29.2M 0.07%
43,225
+46
203
$29M 0.07%
1,325,000
-325,000
204
$28.7M 0.07%
249,366
+2,852
205
$28.7M 0.07%
538,386
-34,803
206
$28.3M 0.07%
458,620
+20,064
207
$28M 0.07%
1,266,150
-4,730
208
$27.8M 0.06%
233,205
-17,126
209
$27M 0.06%
513,635
-16,815
210
$26.9M 0.06%
633,610
-102,799
211
$26.8M 0.06%
445,069
-6,175
212
$26.4M 0.06%
552,674
+9,189
213
$26.3M 0.06%
87,007
-15,354
214
$25.9M 0.06%
668,396
+9,511
215
$25.9M 0.06%
165,395
-17,310
216
$25.6M 0.06%
172,101
-2,739
217
$24.9M 0.06%
421,072
-23,978
218
$24.6M 0.06%
244,237
+10,953
219
$24.3M 0.06%
223,739
-791,368
220
$24.3M 0.06%
625,539
+44,199
221
$24M 0.06%
758,644
-197,568
222
$24M 0.06%
251,569
+37,700
223
$23.9M 0.06%
115,478
-247
224
$23.7M 0.06%
90,822
+871
225
$23.7M 0.06%
190,837
-34,641
7 8
9
10 11