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
401
$3.28M 0.01%
+58,464
402
$3.23M 0.01%
22,703
-1,570
403
$3.21M 0.01%
97,848
-12,533
404
$3.18M 0.01%
+62,380
405
$3.16M 0.01%
126,182
+55,903
406
$3.11M 0.01%
39,720
+13,918
407
$3.1M 0.01%
183,896
+116,912
408
$3.08M 0.01%
+135,570
409
$3.08M 0.01%
17,983
+5
410
$3.08M 0.01%
76,284
+17,604
411
$3.07M 0.01%
+20,253
412
$3.04M 0.01%
56,304
+10,527
413
$3M 0.01%
+79,771
414
$2.96M 0.01%
64,116
-3,400
415
$2.94M 0.01%
146,780
416
$2.92M 0.01%
19,081
+7,045
417
$2.91M 0.01%
78,023
-5,588
418
$2.9M 0.01%
+90,520
419
$2.85M 0.01%
36,699
+7,786
420
$2.83M 0.01%
55,826
+9,421
421
$2.83M 0.01%
+51,866
422
$2.79M 0.01%
118,300
423
$2.75M 0.01%
168,058
+125,543
424
$2.75M 0.01%
79,332
+14,555
425
$2.75M 0.01%
34,059
+5,210
15 16
17
18 19