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
426
$2.74M 0.01%
41,370
+20,458
427
$2.74M 0.01%
+13,280
428
$2.72M 0.01%
22,224
+520
429
$2.69M 0.01%
40,759
-1,373
430
$2.69M 0.01%
+28,152
431
$2.68M 0.01%
21,340
+3,576
432
$2.67M 0.01%
47,574
-5,165
433
$2.64M 0.01%
30,638
-2,439
434
$2.6M 0.01%
141,239
+112,345
435
$2.59M 0.01%
141,724
+95
436
$2.59M 0.01%
23,348
-546
437
$2.59M 0.01%
+388,899
438
$2.58M 0.01%
40,045
+11,796
439
$2.57M 0.01%
41,768
+8,491
440
$2.54M 0.01%
105,632
-30,000
441
$2.54M 0.01%
+14,226
442
$2.5M 0.01%
19,296
+2,201
443
$2.47M 0.01%
+62,146
444
$2.46M 0.01%
+24,025
445
$2.44M 0.01%
+121,339
446
$2.43M 0.01%
+42,886
447
$2.43M 0.01%
24,854
+4,112
448
$2.41M 0.01%
84,664
+13,241
449
$2.4M 0.01%
+29,802
450
$2.4M 0.01%
+109,192
16 17
18
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