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
201
$18.5M 0.08%
626,190
+180,867
202
$18.4M 0.08%
215,251
-12,019
203
$18.3M 0.08%
228,592
+7,079
204
$18.2M 0.08%
+108,185
205
$18.1M 0.08%
163,701
+498
206
$17.9M 0.08%
176,103
-1,406
207
$17.9M 0.08%
517,903
+180,761
208
$17.9M 0.08%
159,058
+55,598
209
$17.8M 0.08%
156,226
-3,263
210
$17.7M 0.08%
1,490,411
+37,937
211
$17.7M 0.08%
133,747
+14,060
212
$17.2M 0.08%
208,337
-3,669
213
$17.2M 0.08%
158,335
+6,083
214
$17.1M 0.08%
392,899
+241,552
215
$17.1M 0.08%
273,428
+235,237
216
$16.9M 0.08%
1,185,888
+441,090
217
$16.9M 0.08%
268,543
+19,550
218
$16.8M 0.08%
126,907
+79,380
219
$16.8M 0.08%
210,885
-5,188
220
$16.5M 0.08%
656,320
-14,500
221
$16.2M 0.07%
114,858
+61,264
222
$16.1M 0.07%
360,073
+112,568
223
$16.1M 0.07%
275,978
+199,077
224
$16.1M 0.07%
285,544
-7,429
225
$16.1M 0.07%
+182,307
7 8
9
10 11