We are live on ! Find out more
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
676
$360K ﹤0.01%
+29,795
677
$353K ﹤0.01%
7,765
+58
678
$353K ﹤0.01%
6,470
679
$352K ﹤0.01%
6,341
-3,307
680
$351K ﹤0.01%
3,925
+300
681
$350K ﹤0.01%
12,600
+1,100
682
$348K ﹤0.01%
9,752
-88
683
$343K ﹤0.01%
15,358
684
$342K ﹤0.01%
8,115
-6
685
$342K ﹤0.01%
10,394
-2,692
686
$342K ﹤0.01%
14,440
-11,651
687
$339K ﹤0.01%
4,069
-488
688
$337K ﹤0.01%
+12,156
689
$336K ﹤0.01%
50,601
690
$336K ﹤0.01%
+19,543
691
$335K ﹤0.01%
+25,496
692
$335K ﹤0.01%
5,236
-6,030
693
$334K ﹤0.01%
22,644
-11,715
694
$331K ﹤0.01%
20,000
+2,053
695
$329K ﹤0.01%
+13,300
696
$329K ﹤0.01%
1,087
-12,250
697
$327K ﹤0.01%
+15,975
698
$326K ﹤0.01%
7,539
-11,040
699
$325K ﹤0.01%
24,172
700
$325K ﹤0.01%
12,378
-5,203