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
801
$408K ﹤0.01%
+16,228
802
$405K ﹤0.01%
125,000
803
$404K ﹤0.01%
23,535
804
$404K ﹤0.01%
+10,000
805
$403K ﹤0.01%
+5,245
806
$403K ﹤0.01%
18,400
807
$392K ﹤0.01%
12,591
808
$388K ﹤0.01%
+4,222
809
$385K ﹤0.01%
+4,550
810
$384K ﹤0.01%
18,650
811
$384K ﹤0.01%
+15,490
812
$381K ﹤0.01%
+214
813
$381K ﹤0.01%
+7,743
814
$378K ﹤0.01%
24,434
815
$376K ﹤0.01%
10,740
816
$376K ﹤0.01%
+10,519
817
$375K ﹤0.01%
+2,482
818
$368K ﹤0.01%
12,166
819
$361K ﹤0.01%
11,529
820
$359K ﹤0.01%
+4,154
821
$355K ﹤0.01%
+5,679
822
$351K ﹤0.01%
+26,500
823
$350K ﹤0.01%
+19,280
824
$349K ﹤0.01%
5,403
825
$345K ﹤0.01%
+2,989
31 32
33
34 35