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
876
$239K ﹤0.01%
+3,000
877
$235K ﹤0.01%
+2,092
878
$234K ﹤0.01%
13,301
+1,607
879
$231K ﹤0.01%
+22,710
880
$230K ﹤0.01%
+2,210
881
$230K ﹤0.01%
13,896
+2,809
882
$229K ﹤0.01%
12,000
883
$228K ﹤0.01%
+2,387
884
$228K ﹤0.01%
+1,000
885
$228K ﹤0.01%
+12,206
886
$227K ﹤0.01%
+6,900
887
$221K ﹤0.01%
+6,000
888
$217K ﹤0.01%
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889
$217K ﹤0.01%
3,970
-10,228
890
$216K ﹤0.01%
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891
$214K ﹤0.01%
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892
$213K ﹤0.01%
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893
$212K ﹤0.01%
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894
$211K ﹤0.01%
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895
$210K ﹤0.01%
+3,080
896
$210K ﹤0.01%
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897
$206K ﹤0.01%
+3,333
898
$203K ﹤0.01%
+10,800
899
$203K ﹤0.01%
+7,000
900
$201K ﹤0.01%
+11,113
34 35
36
37 38