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
76
$88.4M 0.4%
462,311
+396,008
77
$87.8M 0.4%
+735,657
78
$85.1M 0.39%
2,959,759
-192,739
79
$82.5M 0.38%
528,026
+509,979
80
$82.3M 0.38%
606,942
+577,237
81
$80.9M 0.37%
894,240
-4,278
82
$80.8M 0.37%
1,046,190
+784,677
83
$80.5M 0.37%
+693,000
84
$76.1M 0.35%
+436,523
85
$75.5M 0.34%
1,261,006
-4,621
86
$75.4M 0.34%
+408,519
87
$75.3M 0.34%
1,411,080
+962,076
88
$74.7M 0.34%
506,493
+9,671
89
$72.1M 0.33%
972,104
+148,812
90
$70.5M 0.32%
548,104
+452,846
91
$69.8M 0.32%
851,774
+72,127
92
$65.4M 0.3%
+420,486
93
$65.3M 0.3%
1,492,315
+1,335,522
94
$64.9M 0.3%
1,328,375
-289,304
95
$64.2M 0.29%
2,935,457
+711,518
96
$64.2M 0.29%
2,487,473
+761,707
97
$63.8M 0.29%
1,911,552
+1,828,052
98
$62.1M 0.28%
404,415
-3,037
99
$61.3M 0.28%
2,386,667
+2,363,980
100
$60.8M 0.28%
1,185,261
+631,062
2 3
4
5 6