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
451
$2.37M 0.01%
53,399
-180
452
$2.34M 0.01%
205,644
+122,696
453
$2.32M 0.01%
17,210
+76
454
$2.32M 0.01%
+36,962
455
$2.31M 0.01%
+66,060
456
$2.31M 0.01%
59,629
+25,093
457
$2.3M 0.01%
+32,164
458
$2.3M 0.01%
37,446
+21,765
459
$2.29M 0.01%
+80,000
460
$2.29M 0.01%
+8,846
461
$2.29M 0.01%
43,167
+17,475
462
$2.28M 0.01%
76,890
-985
463
$2.28M 0.01%
+16,348
464
$2.28M 0.01%
31,984
+16,448
465
$2.25M 0.01%
21,359
-426
466
$2.24M 0.01%
26,754
+9,213
467
$2.23M 0.01%
172,589
+141,259
468
$2.22M 0.01%
+49,258
469
$2.2M 0.01%
100,000
-187,311
470
$2.18M 0.01%
53,888
+4,013
471
$2.16M 0.01%
+77,810
472
$2.16M 0.01%
107,790
-2,245
473
$2.14M 0.01%
19,603
+5,655
474
$2.14M 0.01%
52,580
-40,858
475
$2.1M 0.01%
+100,190
17 18
19
20 21