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
126
$50.1M 0.23%
3,400,581
+3,204,875
127
$49M 0.22%
2,341,401
+727,930
128
$49M 0.22%
478,047
+462,007
129
$48.8M 0.22%
937,760
+608,110
130
$48.5M 0.22%
404,834
+386,268
131
$47.9M 0.22%
1,520,068
-138,022
132
$46.6M 0.21%
1,423,694
-2,021
133
$46M 0.21%
249,404
+133,705
134
$45.3M 0.21%
498,092
+86,272
135
$45.1M 0.21%
+431,818
136
$44.9M 0.2%
862,580
+819,292
137
$43.1M 0.2%
436,803
+105,614
138
$42.6M 0.19%
1,258,179
+395,719
139
$42.5M 0.19%
3,570,400
140
$42.1M 0.19%
170,272
+110,233
141
$41.5M 0.19%
1,158,945
-5,975
142
$40.2M 0.18%
1,444,767
+414,216
143
$40M 0.18%
+513,599
144
$39.4M 0.18%
+730,499
145
$39.3M 0.18%
478,424
+8,124
146
$37.2M 0.17%
287,237
+23,430
147
$36.8M 0.17%
+618,604
148
$36.1M 0.16%
402,585
+297,768
149
$36M 0.16%
243,617
+43,356
150
$36M 0.16%
250,057
+115,653
4 5
6
7 8