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
376
$3.92M 0.02%
+102,516
377
$3.9M 0.02%
24,246
-378,785
378
$3.83M 0.02%
131,904
+93,624
379
$3.7M 0.02%
+19,491
380
$3.69M 0.02%
+55,050
381
$3.68M 0.02%
20,455
+3,708
382
$3.65M 0.02%
58,108
+31,763
383
$3.64M 0.02%
234,300
+19,790
384
$3.62M 0.02%
11,100
-1,611
385
$3.62M 0.02%
+114,514
386
$3.56M 0.02%
+7,963
387
$3.5M 0.02%
54,432
+3,827
388
$3.46M 0.02%
+42,410
389
$3.44M 0.02%
36,709
+15,537
390
$3.41M 0.02%
37,190
+2,336
391
$3.4M 0.02%
+25,763
392
$3.4M 0.02%
31,551
+14,294
393
$3.37M 0.02%
56,984
+12,214
394
$3.35M 0.02%
51,200
-1
395
$3.31M 0.02%
+73,438
396
$3.31M 0.02%
101,078
+12,612
397
$3.3M 0.02%
+150,900
398
$3.3M 0.02%
90,006
-2,294,298
399
$3.3M 0.02%
+30,673
400
$3.3M 0.02%
29,016
+7,066
14 15
16
17 18