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
501
$1.93M 0.01%
24,217
+3,025
502
$1.93M 0.01%
37,073
-7,025
503
$1.91M 0.01%
+105,434
504
$1.91M 0.01%
31,333
505
$1.91M 0.01%
56,689
-65
506
$1.88M 0.01%
41,030
507
$1.87M 0.01%
103,632
+50,172
508
$1.87M 0.01%
+33,297
509
$1.86M 0.01%
35,039
+22,304
510
$1.84M 0.01%
+38,076
511
$1.84M 0.01%
+36,089
512
$1.84M 0.01%
+20,942
513
$1.82M 0.01%
38,935
-765
514
$1.79M 0.01%
+108,279
515
$1.78M 0.01%
+11,734
516
$1.77M 0.01%
+48,578
517
$1.76M 0.01%
89,993
+11,643
518
$1.76M 0.01%
31,373
+1,294
519
$1.75M 0.01%
98,784
-775
520
$1.75M 0.01%
100,000
-463,627
521
$1.74M 0.01%
15,302
-1,127
522
$1.72M 0.01%
+29,200
523
$1.71M 0.01%
24,231
+6,615
524
$1.71M 0.01%
+75,788
525
$1.7M 0.01%
+31,551
19 20
21
22 23