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
676
$868K ﹤0.01%
37,432
+9,002
677
$865K ﹤0.01%
+9,544
678
$855K ﹤0.01%
20,709
+4,437
679
$845K ﹤0.01%
13,138
+1,398
680
$844K ﹤0.01%
+8,620
681
$843K ﹤0.01%
13,507
-1,265
682
$839K ﹤0.01%
+12,090
683
$835K ﹤0.01%
+24,850
684
$835K ﹤0.01%
+12,660
685
$834K ﹤0.01%
13,502
686
$830K ﹤0.01%
12,332
-15,466
687
$826K ﹤0.01%
12,675
-395
688
$819K ﹤0.01%
+37,240
689
$816K ﹤0.01%
+8,075
690
$815K ﹤0.01%
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691
$815K ﹤0.01%
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692
$812K ﹤0.01%
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693
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694
$795K ﹤0.01%
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695
$785K ﹤0.01%
+24,395
696
$781K ﹤0.01%
+24,462
697
$767K ﹤0.01%
42,400
+9,000
698
$758K ﹤0.01%
18,162
699
$758K ﹤0.01%
28,776
-10,205
700
$752K ﹤0.01%
+9,690
26 27
28
29 30