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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
$23.3B
AUM Growth
-$7.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
980
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$115M
3
+$111M
4
DIS icon
Walt Disney
DIS
+$83.7M
5
OKE icon
Oneok
OKE
+$81.7M

Top Sells

1
+$160M
2
+$114M
3
+$113M
4
WFC icon
Wells Fargo
WFC
+$113M
5
AAPL icon
Apple
AAPL
+$103M

Sector Composition

1 Technology 24.24%
2 Healthcare 15.63%
3 Financials 12.97%
4 Consumer Discretionary 10.28%
5 Industrials 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$4.54M 0.02%
55,989
-2,486
327
$4.54M 0.02%
55,758
+3,996
328
$4.5M 0.02%
13,533
-1,832
329
$4.5M 0.02%
151,117
+818
330
$4.46M 0.02%
81,181
+77,936
331
$4.45M 0.02%
17,927
+896
332
$4.29M 0.02%
37,997
+18,716
333
$4.28M 0.02%
99,751
+8,234
334
$4.21M 0.02%
117,269
-1,151,646
335
$4.13M 0.02%
349,912
-1,003,360
336
$4.09M 0.02%
25,870
-19,824
337
$3.91M 0.02%
72,275
+26,319
338
$3.91M 0.02%
147,472
-20,672
339
$3.78M 0.02%
31,882
+6,993
340
$3.7M 0.02%
24,481
+1,244
341
$3.69M 0.02%
21,232
-442
342
$3.58M 0.02%
39,530
-23,244
343
$3.54M 0.02%
7,246
+493
344
$3.53M 0.02%
208,494
-24,861
345
$3.43M 0.01%
41,802
-7,231
346
$3.38M 0.01%
47,810
+10,532
347
$3.36M 0.01%
73,677
+457
348
$3.32M 0.01%
159,408
-15,692
349
$3.3M 0.01%
98,528
-10,352
350
$3.29M 0.01%
177,740
-198,140
12 13
14
15 16