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
176
$23.5M 0.11%
337,066
+53,243
177
$23.1M 0.11%
876,111
-259,596
178
$22.8M 0.1%
38,229
-964
179
$22.7M 0.1%
932,093
-259,755
180
$22.4M 0.1%
861,432
+46,908
181
$22.3M 0.1%
324,969
+107,867
182
$22.2M 0.1%
135,041
+42,017
183
$22.2M 0.1%
1,919,595
-576,413
184
$22.1M 0.1%
873,891
+125,329
185
$21.6M 0.1%
155,389
+16,162
186
$21.4M 0.1%
757,446
-140,802
187
$21.2M 0.1%
124,042
+108,495
188
$21.2M 0.1%
70,528
-5,318
189
$20.7M 0.09%
131,874
+36,594
190
$20.5M 0.09%
84,282
+4,841
191
$20.4M 0.09%
137,280
+479
192
$20.4M 0.09%
+338,054
193
$19.8M 0.09%
256,250
-5,395
194
$19.7M 0.09%
112,469
+25,198
195
$19.6M 0.09%
230,574
+4,072
196
$19.5M 0.09%
+86,072
197
$19.4M 0.09%
84,125
+27,419
198
$19.3M 0.09%
202,944
-1,414
199
$18.9M 0.09%
214,650
-3,582
200
$18.6M 0.08%
287,764
-5,554
6 7
8
9 10