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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
576
$652K ﹤0.01%
+17,313
577
$641K ﹤0.01%
6,549
-939
578
$636K ﹤0.01%
235,629
+84
579
$625K ﹤0.01%
69,643
+10,178
580
$620K ﹤0.01%
12,873
+2,107
581
$608K ﹤0.01%
1,923
+258
582
$608K ﹤0.01%
17,532
-500
583
$607K ﹤0.01%
+10,675
584
$605K ﹤0.01%
27,290
-467
585
$603K ﹤0.01%
10,712
+308
586
$601K ﹤0.01%
45,900
-8,900
587
$599K ﹤0.01%
14,119
-12,291
588
$599K ﹤0.01%
20,063
-1,000
589
$597K ﹤0.01%
27,100
590
$591K ﹤0.01%
+10,744
591
$591K ﹤0.01%
+20,560
592
$590K ﹤0.01%
28,912
-13,056
593
$590K ﹤0.01%
4,547
-4
594
$590K ﹤0.01%
12,022
-2,238
595
$585K ﹤0.01%
22,269
-682
596
$585K ﹤0.01%
18,658
-2,429
597
$583K ﹤0.01%
24,849
-7,492
598
$577K ﹤0.01%
30,846
-2,533
599
$577K ﹤0.01%
26,562
+2,021
600
$575K ﹤0.01%
+25,665
22 23
24
25 26