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
901
$180K ﹤0.01%
+1,906
902
$176K ﹤0.01%
+12,135
903
$174K ﹤0.01%
+112,667
904
$161K ﹤0.01%
+12,000
905
$151K ﹤0.01%
+16,636
906
$126K ﹤0.01%
+1,507
907
$123K ﹤0.01%
+13,483
908
$121K ﹤0.01%
+20,221
909
$110K ﹤0.01%
+50,000
910
– –
0
911
$85K ﹤0.01%
+147
912
$84K ﹤0.01%
+2,150
913
$77K ﹤0.01%
+20,000
914
$71K ﹤0.01%
+15,589
915
$68K ﹤0.01%
+10,000
916
$61K ﹤0.01%
+10,865
917
$47K ﹤0.01%
+79,209
918
$30K ﹤0.01%
+4,910
919
$18K ﹤0.01%
+833
920
$13K ﹤0.01%
+19,205
921
$12K ﹤0.01%
+25,000
922
$12K ﹤0.01%
+125
923
$5K ﹤0.01%
+13,518
924
– –
-73,300
925
– –
-132,475
35 36
37
38 39