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
826
$60K ﹤0.01%
16,408
-3,704
827
$55K ﹤0.01%
10,445
828
$54K ﹤0.01%
+12
829
$43K ﹤0.01%
12,000
830
$34K ﹤0.01%
100,000
831
$29K ﹤0.01%
10,000
832
$12K ﹤0.01%
10,000
833
$12K ﹤0.01%
27
834
$12K ﹤0.01%
15,335
835
$2K ﹤0.01%
13,518
836
– –
-175,462
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– –
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838
– –
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839
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840
– –
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841
– –
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842
– –
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843
– –
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844
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845
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846
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847
– –
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848
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849
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850
– –
-11,251
32 33
34
35 36