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
776
$488K ﹤0.01%
+7,466
777
$487K ﹤0.01%
+4,550
778
$484K ﹤0.01%
+7,686
779
$483K ﹤0.01%
50,000
-20,000
780
$478K ﹤0.01%
+14,473
781
$478K ﹤0.01%
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782
$466K ﹤0.01%
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783
$465K ﹤0.01%
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784
$458K ﹤0.01%
38,427
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785
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786
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787
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$447K ﹤0.01%
14,487
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789
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792
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794
$433K ﹤0.01%
6,166
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795
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$432K ﹤0.01%
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797
$421K ﹤0.01%
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798
$420K ﹤0.01%
31,800
+11,500
799
$415K ﹤0.01%
+11,098
800
$410K ﹤0.01%
28,751
30 31
32
33 34