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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
651
$444K ﹤0.01%
+9,000
652
$443K ﹤0.01%
+8,080
653
$443K ﹤0.01%
44,496
+10,664
654
$442K ﹤0.01%
3,045
-303
655
$441K ﹤0.01%
6,150
-4,093
656
$439K ﹤0.01%
16,988
-1,918
657
$438K ﹤0.01%
18,000
-18,000
658
$436K ﹤0.01%
34,448
-18,688
659
$433K ﹤0.01%
10,187
-2,640
660
$430K ﹤0.01%
29,646
-6,970
661
$424K ﹤0.01%
26,371
-5
662
$420K ﹤0.01%
+4,589
663
$416K ﹤0.01%
+44,705
664
$406K ﹤0.01%
2,551
+277
665
$403K ﹤0.01%
28,135
-5,265
666
$403K ﹤0.01%
34,777
-18,708
667
$400K ﹤0.01%
24,675
-20,575
668
$393K ﹤0.01%
4,425
-841
669
$389K ﹤0.01%
10,453
-2,285
670
$384K ﹤0.01%
+10,392
671
$382K ﹤0.01%
+20,419
672
$370K ﹤0.01%
4,725
-2
673
$362K ﹤0.01%
46,970
674
$362K ﹤0.01%
+10,104
675
$360K ﹤0.01%
+10,863