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
51
$130M 0.59%
2,303,076
-18,648
52
$127M 0.58%
910,983
+12,173
53
$127M 0.58%
717,796
+250,446
54
$124M 0.57%
2,762,624
+1,985,144
55
$124M 0.56%
2,611,451
+99,553
56
$121M 0.55%
1,484,499
+64,123
57
$119M 0.54%
2,302,176
+47,442
58
$119M 0.54%
638,935
+625,576
59
$114M 0.52%
1,224,903
+893
60
$114M 0.52%
1,797,287
+14,193
61
$105M 0.48%
843,152
+832,644
62
$102M 0.46%
1,253,693
+172
63
$101M 0.46%
805,444
-70,833
64
$100M 0.46%
2,244,490
+118,409
65
$100M 0.46%
2,744,967
+2,416,110
66
$99.1M 0.45%
1,024,636
+32,625
67
$98.7M 0.45%
960,607
-465
68
$98.5M 0.45%
2,670,882
+901,262
69
$95.4M 0.44%
2,605,140
+42,480
70
$93.9M 0.43%
+1,594,134
71
$90.3M 0.41%
1,016,095
-191,847
72
$89.9M 0.41%
1,061,862
+3,448
73
$89.8M 0.41%
1,232,500
+41,709
74
$88.9M 0.41%
475,563
-3,949
75
$88.8M 0.4%
+467,660
1 2
3
4 5