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
851
$279K ﹤0.01%
+22,136
852
$279K ﹤0.01%
+7,083
853
$279K ﹤0.01%
14,477
+3,675
854
$273K ﹤0.01%
10,000
855
$270K ﹤0.01%
+33,672
856
$266K ﹤0.01%
+3,507
857
$264K ﹤0.01%
+7,923
858
$263K ﹤0.01%
+1,285
859
$263K ﹤0.01%
+3,560
860
$262K ﹤0.01%
+4,722
861
$261K ﹤0.01%
+16,236
862
$259K ﹤0.01%
+2,205
863
$257K ﹤0.01%
+3,973
864
$256K ﹤0.01%
17,655
865
$254K ﹤0.01%
+4,504
866
$253K ﹤0.01%
+5,000
867
$252K ﹤0.01%
+3,254
868
$250K ﹤0.01%
+7,410
869
$250K ﹤0.01%
+2,891
870
$248K ﹤0.01%
17,085
+2,475
871
$243K ﹤0.01%
+36,850
872
$243K ﹤0.01%
+7,500
873
$240K ﹤0.01%
+15,000
874
$240K ﹤0.01%
+7,319
875
$240K ﹤0.01%
15,200
33 34
35
36 37