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
776
$228K ﹤0.01%
10,608
-755
777
$228K ﹤0.01%
20,310
+310
778
$225K ﹤0.01%
9,401
-2,298
779
$223K ﹤0.01%
6,997
-796,379
780
$221K ﹤0.01%
1,700
-1
781
$221K ﹤0.01%
4,397
+1,458
782
$221K ﹤0.01%
2,213
-14,808
783
$219K ﹤0.01%
11,086
-1,687
784
$219K ﹤0.01%
+38,650
785
$217K ﹤0.01%
25,900
786
$217K ﹤0.01%
1,650
-4,651
787
$216K ﹤0.01%
4,127
-190
788
$216K ﹤0.01%
15,315
-7,783
789
$216K ﹤0.01%
+4,325
790
$216K ﹤0.01%
+26,800
791
$215K ﹤0.01%
28,400
792
$214K ﹤0.01%
9,000
793
$210K ﹤0.01%
5,650
794
$210K ﹤0.01%
16,597
795
$208K ﹤0.01%
+1,423
796
$207K ﹤0.01%
4,890
+500
797
$205K ﹤0.01%
1,732
-4,700
798
$205K ﹤0.01%
2,644
-65
799
$204K ﹤0.01%
+1,465
800
$204K ﹤0.01%
8,431
-1,189
30 31
32
33 34