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
576
$1.26M 0.01%
+33,625
577
$1.26M 0.01%
+58,464
578
$1.26M 0.01%
17,729
+5,474
579
$1.26M 0.01%
+24,240
580
$1.25M 0.01%
+51,818
581
$1.25M 0.01%
+25,743
582
$1.25M 0.01%
+9,382
583
$1.25M 0.01%
+60,577
584
$1.24M 0.01%
+20,468
585
$1.24M 0.01%
+22,611
586
$1.23M 0.01%
+9,438
587
$1.23M 0.01%
+43,971
588
$1.21M 0.01%
+7,487
589
$1.21M 0.01%
+14,942
590
$1.21M 0.01%
+42,492
591
$1.2M 0.01%
+54,214
592
$1.2M 0.01%
62,299
593
$1.2M 0.01%
57,673
-707
594
$1.2M 0.01%
+49,910
595
$1.19M 0.01%
20,216
+2,891
596
$1.19M 0.01%
+31,771
597
$1.19M 0.01%
+30,156
598
$1.19M 0.01%
+64,456
599
$1.18M 0.01%
+14,717
600
$1.18M 0.01%
28,115
+8,492
22 23
24
25 26