CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$21.9B
AUM Growth
+$6.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
953
New
Increased
Reduced
Closed

Top Buys

1
+$198M
2
+$188M
3
+$178M
4
JPM icon
JPMorgan Chase
JPM
+$162M
5
AAPL icon
Apple
AAPL
+$149M

Top Sells

1
+$84.2M
2
+$82.7M
3
+$61M
4
OKS
Oneok Partners LP
OKS
+$50.6M
5
ADP icon
Automatic Data Processing
ADP
+$25.3M

Sector Composition

1 Technology 16.39%
2 Energy 15.35%
3 Healthcare 14.93%
4 Financials 13.84%
5 Consumer Discretionary 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.7M 0.07%
141,400
+13,151
227
$15.6M 0.07%
738,296
-13,164
228
$15.6M 0.07%
183,925
+7,939
229
$15.6M 0.07%
422,940
-10,242
230
$15.3M 0.07%
+865,347
231
$15.1M 0.07%
1,050,975
+243,255
232
$15M 0.07%
284,423
+53,824
233
$15M 0.07%
296,002
+25,647
234
$15M 0.07%
342,168
+82,320
235
$14.9M 0.07%
132,728
+114,621
236
$14.9M 0.07%
104,048
-3,728
237
$14.8M 0.07%
178,475
+690
238
$14.8M 0.07%
224,437
+8,049
239
$14.7M 0.07%
85,197
+64,642
240
$14.6M 0.07%
306,554
+55,997
241
$14.3M 0.07%
145,257
-2,568
242
$14.2M 0.06%
291,230
+13,476
243
$14.2M 0.06%
472,782
-9,866
244
$14M 0.06%
80,227
+24,839
245
$14M 0.06%
141,776
-555
246
$13.9M 0.06%
54,564
+5
247
$13.7M 0.06%
380,444
+2,762
248
$13.4M 0.06%
109,301
+7,579
249
$13.2M 0.06%
273,301
-4,500
250
$13.2M 0.06%
208,401
+56,136
8 9
10
11 12