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
151
$35.8M 0.16%
+319,604
152
$35.5M 0.16%
239,276
+87,803
153
$35.2M 0.16%
357,606
+346,866
154
$34.3M 0.16%
661,487
+96,070
155
$33.1M 0.15%
+258,405
156
$32.3M 0.15%
718,307
+43,128
157
$30.1M 0.14%
+322,156
158
$29.6M 0.13%
249,699
-10,513
159
$28.9M 0.13%
602,834
-62,319
160
$28.4M 0.13%
475,232
+430,848
161
$28.3M 0.13%
1,025,296
+56,858
162
$27.9M 0.13%
+458,054
163
$27.1M 0.12%
1,325,374
+69,215
164
$26.8M 0.12%
+664,272
165
$26.7M 0.12%
1,213,910
+150,000
166
$26.4M 0.12%
374,243
-6,168
167
$26.3M 0.12%
412,660
+103,357
168
$25.1M 0.11%
579,252
+308,947
169
$24.9M 0.11%
262,153
+58,307
170
$24.6M 0.11%
217,214
-6,284
171
$24.2M 0.11%
179,256
+23,141
172
$23.9M 0.11%
626,525
+93,506
173
$23.6M 0.11%
344,034
+12,033
174
$23.5M 0.11%
271,056
+8,356
175
$23.5M 0.11%
160,987
+104,220
5 6
7
8 9