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
101
$60.5M 0.28%
240,700
+53,993
102
$60.2M 0.27%
+1,086,579
103
$59.7M 0.27%
+692,871
104
$59.7M 0.27%
4,062,127
-34,505
105
$59.5M 0.27%
495,756
+291,868
106
$59.5M 0.27%
803,412
-3,063
107
$59.1M 0.27%
381,740
+301,558
108
$58.7M 0.27%
131,471
+81,470
109
$58.3M 0.27%
1,437,051
+288,205
110
$58M 0.26%
414,465
+512
111
$57.9M 0.26%
797,607
+160,557
112
$57.7M 0.26%
799,259
+788,041
113
$55.4M 0.25%
+1,380,111
114
$54.8M 0.25%
216,825
+35,390
115
$54.5M 0.25%
464,115
+36,960
116
$53.8M 0.25%
1,091,204
+18,264
117
$53.3M 0.24%
286,081
+10,802
118
$52.9M 0.24%
2,110,957
+175,993
119
$51.3M 0.23%
1,024,145
-112,703
120
$51.3M 0.23%
279,569
+104,601
121
$51M 0.23%
273,340
+256,106
122
$50.7M 0.23%
+4,281,264
123
$50.6M 0.23%
+1,336,046
124
$50.4M 0.23%
1,785,985
+110,540
125
$50.3M 0.23%
1,141,009
+936,666
3 4
5
6 7