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
726
$279K ﹤0.01%
36,986
+697
727
$278K ﹤0.01%
4,675
-166
728
$276K ﹤0.01%
2,770
-195
729
$276K ﹤0.01%
38,500
730
$275K ﹤0.01%
15,361
-335
731
$274K ﹤0.01%
5,888
-82
732
$274K ﹤0.01%
4,336
-3,350
733
$274K ﹤0.01%
10,179
-66
734
$272K ﹤0.01%
9,996
-8,088
735
$270K ﹤0.01%
+12,027
736
$269K ﹤0.01%
13,008
-1,464
737
$268K ﹤0.01%
+2,120
738
$266K ﹤0.01%
54,967
-38,764
739
$264K ﹤0.01%
+5,825
740
$264K ﹤0.01%
5,557
-1,756
741
$264K ﹤0.01%
1,669
-156,651
742
$263K ﹤0.01%
+11,930
743
$260K ﹤0.01%
4,427
+600
744
$260K ﹤0.01%
3,973
-838
745
$260K ﹤0.01%
100,000
+80,610
746
$258K ﹤0.01%
+15,260
747
$256K ﹤0.01%
+26,441
748
$255K ﹤0.01%
585
-434
749
$255K ﹤0.01%
21,451
+15
750
$255K ﹤0.01%
+17,152
28 29
30
31 32