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
326
$6.03M 0.03%
317,784
327
$5.98M 0.03%
48,180
+2,170
328
$5.92M 0.03%
71,445
+32,220
329
$5.91M 0.03%
255,146
+30,140
330
$5.88M 0.03%
77,661
-3,190
331
$5.83M 0.03%
110,592
-24,042
332
$5.8M 0.03%
18,700
+4,369
333
$5.74M 0.03%
149,168
-4,938
334
$5.73M 0.03%
27,873
+2,196
335
$5.62M 0.03%
+97,574
336
$5.61M 0.03%
+250,000
337
$5.59M 0.03%
+232,004
338
$5.29M 0.02%
70,584
+21,105
339
$5.23M 0.02%
109,676
-370
340
$5.23M 0.02%
16,692
+844
341
$5.22M 0.02%
139,384
342
$5.08M 0.02%
196,663
+116,545
343
$5.02M 0.02%
400,000
-272,523
344
$5.02M 0.02%
42,517
+9,072
345
$4.97M 0.02%
+77,537
346
$4.97M 0.02%
48,977
347
$4.93M 0.02%
509,917
-90,083
348
$4.9M 0.02%
49,050
+3,610
349
$4.89M 0.02%
29,102
+1,674
350
$4.83M 0.02%
52,950
+24,835
12 13
14
15 16