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
826
$345K ﹤0.01%
10,032
+32
827
$344K ﹤0.01%
28,907
828
$340K ﹤0.01%
12,550
+65
829
$339K ﹤0.01%
+9,000
830
$335K ﹤0.01%
+2,494
831
$335K ﹤0.01%
+2,749
832
$333K ﹤0.01%
43,000
833
$328K ﹤0.01%
+7,498
834
$324K ﹤0.01%
+24,031
835
$322K ﹤0.01%
+17,871
836
$321K ﹤0.01%
17,100
+729
837
$321K ﹤0.01%
+3,598
838
$309K ﹤0.01%
+6,721
839
$309K ﹤0.01%
+4,692
840
$302K ﹤0.01%
+2,287
841
$301K ﹤0.01%
+11,347
842
$299K ﹤0.01%
+11,852
843
$298K ﹤0.01%
10,000
844
$296K ﹤0.01%
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845
$296K ﹤0.01%
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846
$291K ﹤0.01%
12,500
847
$288K ﹤0.01%
+460
848
$285K ﹤0.01%
29,300
849
$283K ﹤0.01%
+6,654
850
$282K ﹤0.01%
+19,100
32 33
34
35 36