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
801
$201K ﹤0.01%
3,407
-350
802
$201K ﹤0.01%
+440
803
$201K ﹤0.01%
+7,149
804
$196K ﹤0.01%
+10,699
805
$188K ﹤0.01%
13,669
-260
806
$161K ﹤0.01%
+20,000
807
$159K ﹤0.01%
+15,060
808
$153K ﹤0.01%
+15,000
809
$151K ﹤0.01%
39,774
+1,745
810
$143K ﹤0.01%
8,313
-1,113
811
$140K ﹤0.01%
14,821
-15,784
812
$135K ﹤0.01%
16,560
-2,199,883
813
$125K ﹤0.01%
17,676
+500
814
$114K ﹤0.01%
+30,000
815
$114K ﹤0.01%
+500
816
$111K ﹤0.01%
20,884
817
$103K ﹤0.01%
+26,000
818
$100K ﹤0.01%
543,815
819
$89K ﹤0.01%
13,685
+365
820
$83K ﹤0.01%
12,000
821
$81K ﹤0.01%
1,166
822
$72K ﹤0.01%
15,761
-2,747
823
$71K ﹤0.01%
14,225
-29,543
824
$70K ﹤0.01%
+79,661
825
$62K ﹤0.01%
11,780
-594
31 32
33
34 35