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
726
$645K ﹤0.01%
+12,818
727
$638K ﹤0.01%
+40,881
728
$636K ﹤0.01%
+4,935
729
$628K ﹤0.01%
29,500
730
$626K ﹤0.01%
+24,833
731
$625K ﹤0.01%
52,219
+23,486
732
$624K ﹤0.01%
+2,788
733
$623K ﹤0.01%
+27,009
734
$620K ﹤0.01%
46,320
735
$619K ﹤0.01%
+30,249
736
$614K ﹤0.01%
26,757
+12,212
737
$612K ﹤0.01%
+47,259
738
$611K ﹤0.01%
+6,280
739
$605K ﹤0.01%
24,284
740
$604K ﹤0.01%
+9,415
741
$596K ﹤0.01%
11,630
-610
742
$596K ﹤0.01%
+10,408
743
$596K ﹤0.01%
47,747
+11,949
744
$594K ﹤0.01%
53,110
-6,830
745
$585K ﹤0.01%
15,069
+2,033
746
$580K ﹤0.01%
+5,620
747
$578K ﹤0.01%
+93,850
748
$574K ﹤0.01%
+10,405
749
$573K ﹤0.01%
+14,847
750
$572K ﹤0.01%
+15,195
28 29
30
31 32