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
551
$1.45M 0.01%
15,167
+347
552
$1.45M 0.01%
+96,352
553
$1.44M 0.01%
+52,525
554
$1.43M 0.01%
17,602
+16
555
$1.42M 0.01%
75,305
+6,370
556
$1.41M 0.01%
+31,363
557
$1.4M 0.01%
+26,065
558
$1.4M 0.01%
+36,850
559
$1.39M 0.01%
+24,260
560
$1.39M 0.01%
+29,420
561
$1.38M 0.01%
55,790
-1,065
562
$1.37M 0.01%
+14,915
563
$1.36M 0.01%
+81,584
564
$1.36M 0.01%
40,131
565
$1.34M 0.01%
31,527
-1,736
566
$1.32M 0.01%
+71,450
567
$1.32M 0.01%
45,613
+24,248
568
$1.31M 0.01%
16,989
+5,050
569
$1.3M 0.01%
+10,329
570
$1.29M 0.01%
+13,694
571
$1.29M 0.01%
+40,850
572
$1.29M 0.01%
26,667
-5,822
573
$1.28M 0.01%
+57,020
574
$1.28M 0.01%
+1,468,507
575
$1.26M 0.01%
+16,133
21 22
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