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
626
$1.06M ﹤0.01%
+41,505
627
$1.05M ﹤0.01%
+4,669
628
$1.05M ﹤0.01%
+21,350
629
$1.05M ﹤0.01%
+18,990
630
$1.04M ﹤0.01%
12,543
+25
631
$1.04M ﹤0.01%
+30,145
632
$1.04M ﹤0.01%
33,767
+10,988
633
$1.03M ﹤0.01%
+5,103
634
$1.03M ﹤0.01%
22,479
-1,978
635
$1.03M ﹤0.01%
14,267
+64
636
$1.03M ﹤0.01%
+19,296
637
$1.03M ﹤0.01%
66,898
638
$1.03M ﹤0.01%
16,311
-467
639
$1.03M ﹤0.01%
4,783
640
$1.02M ﹤0.01%
+20,965
641
$1.02M ﹤0.01%
+25,598
642
$1.02M ﹤0.01%
50,673
+1,836
643
$1.01M ﹤0.01%
+14,630
644
$1M ﹤0.01%
+19,092
645
$984K ﹤0.01%
+49,760
646
$980K ﹤0.01%
+20,538
647
$980K ﹤0.01%
176,600
-128,000
648
$977K ﹤0.01%
+14,011
649
$976K ﹤0.01%
+36,282
650
$971K ﹤0.01%
+29,434
24 25
26
27 28