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
351
$4.75M 0.02%
500,000
-73,900
352
$4.74M 0.02%
51,537
+3,495
353
$4.67M 0.02%
50,876
-598
354
$4.62M 0.02%
25,838
+2,473
355
$4.61M 0.02%
14,382
+2,359
356
$4.57M 0.02%
+59,966
357
$4.44M 0.02%
3,883
+156
358
$4.43M 0.02%
75,121
-23,836
359
$4.43M 0.02%
47,883
-644
360
$4.36M 0.02%
201,420
361
$4.3M 0.02%
34,463
+10,004
362
$4.29M 0.02%
55,814
+15,761
363
$4.28M 0.02%
70,010
+1,715
364
$4.27M 0.02%
53,358
+3,245
365
$4.2M 0.02%
83,915
-113
366
$4.15M 0.02%
14,433
+1,506
367
$4.15M 0.02%
46,708
-8,519
368
$4.06M 0.02%
99,907
+32,690
369
$4.06M 0.02%
62,076
-1,085
370
$4.03M 0.02%
66,456
+9,149
371
$4.03M 0.02%
+221,950
372
$4M 0.02%
42,112
-2,198
373
$3.96M 0.02%
169,083
-4,423
374
$3.94M 0.02%
109,860
+57,752
375
$3.92M 0.02%
+108,373
13 14
15
16 17