CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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 +$202M
2 +$176M
3 +$174M
4
JPM icon
JPMorgan Chase
JPM
+$156M
5
AAPL icon
Apple
AAPL
+$150M

Top Sells

1 +$79.7M
2 +$75.8M
3 +$60.5M
4
OKS
Oneok Partners LP
OKS
+$50.6M
5
ADP icon
Automatic Data Processing
ADP
+$24.8M

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
926
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927
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928
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929
-132,475
930
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931
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932
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933
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935
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936
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938
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939
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940
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941
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942
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943
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944
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945
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946
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947
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948
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949
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950
-102,744