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
651
$953K ﹤0.01%
+10,930
652
$949K ﹤0.01%
+14,757
653
$938K ﹤0.01%
+6,172
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$936K ﹤0.01%
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655
$930K ﹤0.01%
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-984
656
$928K ﹤0.01%
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657
$928K ﹤0.01%
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658
$924K ﹤0.01%
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659
$921K ﹤0.01%
+9,297
660
$920K ﹤0.01%
+7,625
661
$919K ﹤0.01%
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$910K ﹤0.01%
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$908K ﹤0.01%
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-2
664
$905K ﹤0.01%
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665
$903K ﹤0.01%
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666
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$888K ﹤0.01%
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670
$886K ﹤0.01%
18,386
-33
671
$883K ﹤0.01%
+10,402
672
$882K ﹤0.01%
18,309
+1,292
673
$879K ﹤0.01%
84,000
674
$874K ﹤0.01%
45,400
675
$870K ﹤0.01%
+32,240
25 26
27
28 29