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
601
$1.18M 0.01%
+18,387
602
$1.17M 0.01%
+15,099
603
$1.17M 0.01%
+272,037
604
$1.17M 0.01%
23,732
+2,804
605
$1.17M 0.01%
+408
606
$1.15M 0.01%
+20,598
607
$1.14M 0.01%
+39,675
608
$1.14M 0.01%
+15,222
609
$1.13M 0.01%
74,210
+8,222
610
$1.13M 0.01%
+52,533
611
$1.11M 0.01%
31,818
+5,131
612
$1.11M 0.01%
+11,643
613
$1.11M 0.01%
+48,218
614
$1.11M 0.01%
+37,362
615
$1.11M 0.01%
67,572
+23,892
616
$1.11M 0.01%
+21,507
617
$1.1M 0.01%
23,975
-1,466
618
$1.1M 0.01%
+4
619
$1.09M 0.01%
15,992
+1,845
620
$1.09M 0.01%
+11,497
621
$1.09M 0.01%
+5,581
622
$1.09M 0.01%
+14,085
623
$1.09M 0.01%
+97,870
624
$1.07M ﹤0.01%
+200,635
625
$1.06M ﹤0.01%
75,960
+28,635
23 24
25
26 27