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
751
$572K ﹤0.01%
+14,511
752
$570K ﹤0.01%
30,162
+13,758
753
$567K ﹤0.01%
+4,935
754
$565K ﹤0.01%
+38,800
755
$561K ﹤0.01%
4,118
-2,407
756
$559K ﹤0.01%
+15,237
757
$558K ﹤0.01%
24,282
+3,217
758
$558K ﹤0.01%
+32,328
759
$553K ﹤0.01%
37,035
760
$552K ﹤0.01%
16,862
+4,928
761
$543K ﹤0.01%
22,706
+66
762
$542K ﹤0.01%
+8,654
763
$534K ﹤0.01%
+11,485
764
$524K ﹤0.01%
+7,096
765
$524K ﹤0.01%
+76,498
766
$523K ﹤0.01%
22,670
767
$517K ﹤0.01%
+5,413
768
$516K ﹤0.01%
17,850
769
$513K ﹤0.01%
+7,450
770
$513K ﹤0.01%
+5,975
771
$513K ﹤0.01%
+4,012
772
$506K ﹤0.01%
16,425
-6,880
773
$505K ﹤0.01%
+8,985
774
$503K ﹤0.01%
34,106
+189
775
$499K ﹤0.01%
+18,574
29 30
31
32 33