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
26
$191M 0.87%
2,508,487
+184,209
27
$189M 0.86%
1,724,547
-231,372
28
$187M 0.85%
3,393,686
-52,737
29
$186M 0.85%
3,856,504
+46,950
30
$182M 0.83%
3,730,020
+700,460
31
$168M 0.77%
1,186,100
+13,657
32
$166M 0.76%
372,168
+72,186
33
$166M 0.76%
1,432,577
+36,167
34
$162M 0.74%
2,517,932
-1,714
35
$157M 0.71%
4,840,245
36
$156M 0.71%
1,145,317
+240,282
37
$153M 0.7%
1,024,227
+552,491
38
$150M 0.68%
941,083
-140,526
39
$149M 0.68%
2,776,819
+46,802
40
$145M 0.66%
2,546,251
-105,090
41
$145M 0.66%
1,247,333
+241,920
42
$144M 0.66%
702,369
+53,079
43
$141M 0.64%
6,669,879
+1,668,416
44
$141M 0.64%
1,814,879
+22,992
45
$134M 0.61%
710,772
+144,924
46
$133M 0.6%
1,248,069
+7,299
47
$133M 0.6%
521,921
+43,380
48
$132M 0.6%
1,804,808
+58,526
49
$131M 0.6%
900,053
+615,366
50
$131M 0.6%
2,440,293
+2,258,828
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