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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
426
$1.83M 0.01%
23,413
+926
427
$1.81M 0.01%
20,474
-5,209
428
$1.81M 0.01%
31,286
+15,514
429
$1.81M 0.01%
16,275
+5,453
430
$1.79M 0.01%
20,619
-2,183
431
$1.77M 0.01%
17,657
-1,117
432
$1.77M 0.01%
11,756
-435
433
$1.73M 0.01%
31,826
-1,841
434
$1.72M 0.01%
91,695
+4,183
435
$1.72M 0.01%
114,492
-1,491
436
$1.71M 0.01%
58,540
+15,565
437
$1.71M 0.01%
44,204
438
$1.7M 0.01%
21,813
-148,278
439
$1.7M 0.01%
80,109
+4,000
440
$1.7M 0.01%
118,807
-1,529,798
441
$1.69M 0.01%
26,939
-610
442
$1.67M 0.01%
35,582
-10,590
443
$1.65M 0.01%
46,411
+22,905
444
$1.65M 0.01%
18,713
-5,927
445
$1.65M 0.01%
11,847
-1,543
446
$1.64M 0.01%
45,000
-4,240
447
$1.62M 0.01%
40,480
448
$1.61M 0.01%
45,278
+4,811
449
$1.61M 0.01%
53,575
+4,663
450
$1.61M 0.01%
78,620
-1,879
16 17
18
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