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
251
$13.2M 0.06%
100,220
+24,975
252
$13.1M 0.06%
58,224
+9,730
253
$12.8M 0.06%
52,329
-1,274
254
$12.7M 0.06%
114,523
+43,704
255
$12.6M 0.06%
350,010
-6,147
256
$12.6M 0.06%
197,147
+64,416
257
$12.6M 0.06%
113,163
-3,435
258
$12.5M 0.06%
908,731
-310
259
$12.3M 0.06%
106,307
-2,462
260
$12.2M 0.06%
359,958
+27,233
261
$12.1M 0.06%
148,785
+70,236
262
$11.8M 0.05%
414,634
+239,916
263
$11.7M 0.05%
338,095
-8,789
264
$11.5M 0.05%
79,367
+27,755
265
$11.5M 0.05%
242,954
+79,329
266
$11.4M 0.05%
198,102
+65,000
267
$11.1M 0.05%
814,037
-106,058
268
$11.1M 0.05%
283,339
+83,372
269
$11M 0.05%
100,775
+4,111
270
$10.9M 0.05%
887,156
-23,880
271
$10.7M 0.05%
268,197
+180,988
272
$10.7M 0.05%
145,376
+50,738
273
$10.7M 0.05%
179,023
-290
274
$10.7M 0.05%
74,938
+46,689
275
$10.7M 0.05%
72,535
+54,642
9 10
11
12 13