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
$45.2B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
954
New
Increased
Reduced
Closed

Top Buys

1
+$126M
2
+$93.3M
3
+$90.7M
4
ICE icon
Intercontinental Exchange
ICE
+$86.6M
5
COP icon
ConocoPhillips
COP
+$70.4M

Top Sells

1
+$408M
2
+$170M
3
+$109M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$92.4M
5
EOG icon
EOG Resources
EOG
+$86.4M

Sector Composition

1 Technology 19.01%
2 Financials 14.31%
3 Healthcare 10.26%
4 Energy 8.41%
5 Industrials 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$24.4K ﹤0.01%
655
877
$23K ﹤0.01%
20,000
878
$13.7K ﹤0.01%
10,000
879
$12.7K ﹤0.01%
267
880
$11.8K ﹤0.01%
14,620
881
$4.68K ﹤0.01%
28
882
$3.01K ﹤0.01%
54
883
$1.44K ﹤0.01%
10,000
884
– –
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885
– –
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886
– –
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887
– –
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888
– –
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889
– –
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890
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891
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892
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893
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– –
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895
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896
– –
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– –
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– –
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900
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34 35
36
37 38