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
701
$749K ﹤0.01%
21,864
+965
702
$748K ﹤0.01%
37,824
+51
703
$737K ﹤0.01%
+12,870
704
$734K ﹤0.01%
31,560
-1,000
705
$728K ﹤0.01%
+1,924,739
706
$724K ﹤0.01%
+14,565
707
$718K ﹤0.01%
+21,110
708
$716K ﹤0.01%
34,468
+17,556
709
$715K ﹤0.01%
+4,796
710
$714K ﹤0.01%
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711
$709K ﹤0.01%
16,598
-3,431
712
$704K ﹤0.01%
+15,695
713
$703K ﹤0.01%
30,619
714
$696K ﹤0.01%
+7,693
715
$685K ﹤0.01%
13,610
-15
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$685K ﹤0.01%
19,532
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717
$685K ﹤0.01%
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718
$679K ﹤0.01%
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719
$675K ﹤0.01%
25,299
720
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14,943
721
$665K ﹤0.01%
20,399
+2,659
722
$663K ﹤0.01%
27,007
723
$651K ﹤0.01%
23,817
+1,786
724
$649K ﹤0.01%
+2,737
725
$647K ﹤0.01%
43,140
+669
27 28
29
30 31