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
276
$10.4M 0.05%
74,540
+59,950
277
$10.2M 0.05%
414,892
-3,261
278
$10.2M 0.05%
223,049
-5,734
279
$10.2M 0.05%
2,275,320
+1,065,640
280
$9.96M 0.05%
89,844
+3,144
281
$9.84M 0.04%
87,685
-2,327
282
$9.73M 0.04%
102,627
+17,331
283
$9.59M 0.04%
193,686
+38,212
284
$9.57M 0.04%
+5,228
285
$9.52M 0.04%
+83,557
286
$9.45M 0.04%
450,000
-232,226
287
$9.29M 0.04%
63,495
+1,680
288
$9.28M 0.04%
466,136
+150,062
289
$9.05M 0.04%
482,454
-14,047
290
$9.05M 0.04%
40,051
+4,262
291
$9.04M 0.04%
74,583
-575
292
$8.88M 0.04%
73,000
+18,865
293
$8.82M 0.04%
248,315
-4,309
294
$8.78M 0.04%
71,083
-998
295
$8.69M 0.04%
175,722
-200,452
296
$8.47M 0.04%
669,355
+7,650
297
$8.39M 0.04%
164,965
-2,752
298
$8.3M 0.04%
279,646
+25,738
299
$8.07M 0.04%
+482,368
300
$7.89M 0.04%
168,154
+26,154
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