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
526
$1.7M 0.01%
26,329
+738
527
$1.69M 0.01%
+118,544
528
$1.67M 0.01%
31,015
+2,513
529
$1.66M 0.01%
25,456
+4,276
530
$1.65M 0.01%
+72,266
531
$1.65M 0.01%
21,386
+6,904
532
$1.64M 0.01%
27,145
+3
533
$1.64M 0.01%
+24,778
534
$1.63M 0.01%
49,161
+15,178
535
$1.62M 0.01%
14,943
+2,615
536
$1.61M 0.01%
+8,695
537
$1.61M 0.01%
+36,710
538
$1.6M 0.01%
23,314
+9,041
539
$1.59M 0.01%
+11,329
540
$1.58M 0.01%
+10,476
541
$1.58M 0.01%
22,451
+4,963
542
$1.56M 0.01%
31,322
-579
543
$1.55M 0.01%
26,547
+559
544
$1.55M 0.01%
51,773
+14,082
545
$1.54M 0.01%
27,185
-342
546
$1.51M 0.01%
15,117
+23
547
$1.51M 0.01%
+16,619
548
$1.51M 0.01%
+36,231
549
$1.49M 0.01%
74,795
+17,067
550
$1.48M 0.01%
37,127
+3,634
20 21
22
23 24