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
301
$7.88M 0.04%
149,940
+62,279
302
$7.64M 0.03%
478,367
-5,172,386
303
$7.63M 0.03%
309,783
+41,316
304
$7.42M 0.03%
63,433
-169
305
$7.31M 0.03%
62,107
+14,367
306
$7.31M 0.03%
436,061
+9,108
307
$7.19M 0.03%
93,589
-3,247
308
$6.98M 0.03%
344,693
+27,242
309
$6.95M 0.03%
82,907
+51,647
310
$6.89M 0.03%
61,926
+6,840
311
$6.88M 0.03%
68,889
+8,816
312
$6.87M 0.03%
97,048
-1,336
313
$6.67M 0.03%
27,568
-536
314
$6.64M 0.03%
+58,461
315
$6.62M 0.03%
146,811
-2,044
316
$6.55M 0.03%
102,747
+7,919
317
$6.54M 0.03%
305,205
-171,000
318
$6.41M 0.03%
77,140
+22,574
319
$6.37M 0.03%
55,021
+5,751
320
$6.34M 0.03%
243,153
+28,800
321
$6.29M 0.03%
46,160
+33,200
322
$6.28M 0.03%
121,245
-2,502
323
$6.22M 0.03%
80,829
+28,405
324
$6.21M 0.03%
+214,431
325
$6.08M 0.03%
126,068
+4,699
11 12
13
14 15