CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$561M 2.56%
14,566,136
+3,873,540
2
$554M 2.53%
11,529,000
+4,113,540
3
$510M 2.32%
19,558,583
+1,240,194
4
$490M 2.23%
6,573,548
+1,901,312
5
$420M 1.91%
4,398,186
+1,692,999
6
$419M 1.91%
22,926,399
+5,054,227
7
$361M 1.65%
7,533,080
+186,060
8
$285M 1.3%
13,339,724
+435,472
9
$273M 1.24%
2,591,804
+234,042
10
$268M 1.22%
2,060,040
+391,068
11
$267M 1.22%
1,630,461
+451,487
12
$259M 1.18%
1,896,026
+897,138
13
$255M 1.16%
6,634,844
+1,376,237
14
$247M 1.13%
7,056,755
+303,471
15
$231M 1.05%
13,290,034
+1,060,430
16
$224M 1.02%
3,149,302
+953,808
17
$222M 1.01%
1,573,784
+1,330,509
18
$221M 1.01%
5,692,694
+291,284
19
$209M 0.95%
2,869,902
+517,651
20
$208M 0.95%
1,867,687
+108,381
21
$206M 0.94%
3,367,207
+1,257,871
22
$201M 0.92%
5,979,199
+1,086,445
23
$198M 0.9%
10,327,336
-1,157,291
24
$196M 0.9%
1,002,906
+10,836
25
$195M 0.89%
1,138,402
+1,044,450
1
2 3 4 5