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
476
$2.1M 0.01%
42,145
+1,275
477
$2.1M 0.01%
50,650
-210
478
$2.09M 0.01%
+96,381
479
$2.09M 0.01%
+37,513
480
$2.09M 0.01%
34,831
+6,451
481
$2.08M 0.01%
+40,716
482
$2.08M 0.01%
+66,930
483
$2.07M 0.01%
32,268
+18,712
484
$2.07M 0.01%
111,075
+78,184
485
$2.06M 0.01%
+149,522
486
$2.06M 0.01%
+143,652
487
$2.04M 0.01%
127,800
-2,775
488
$2.04M 0.01%
37,745
+11,139
489
$2.04M 0.01%
24,105
-200
490
$2.04M 0.01%
+90,205
491
$2.03M 0.01%
+8,208
492
$2.01M 0.01%
+18,221
493
$2M 0.01%
+21,460
494
$1.99M 0.01%
+123,000
495
$1.97M 0.01%
61,782
+39,406
496
$1.97M 0.01%
+100,000
497
$1.95M 0.01%
33,437
+16,258
498
$1.95M 0.01%
136,101
+14,491
499
$1.94M 0.01%
14,759
-8,044
500
$1.94M 0.01%
138,030
+20,990
18 19
20
21 22