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
$24.5B
AUM Growth
+$1.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,209
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$75M
3
+$67.1M
4
CVS icon
CVS Health
CVS
+$52M
5
DD icon
DuPont de Nemours
DD
+$50.5M

Top Sells

1
+$94.1M
2
+$84.2M
3
+$62M
4
AXP icon
American Express
AXP
+$61.6M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$46.4M

Sector Composition

1 Technology 17.97%
2 Financials 14.38%
3 Healthcare 14.17%
4 Energy 13.92%
5 Consumer Discretionary 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$16.6M 0.07%
302,204
+5,464
227
$16.4M 0.07%
176,036
+6,065
228
$16.2M 0.07%
157,596
+1,151
229
$16.1M 0.07%
182,099
-3,207
230
$16.1M 0.07%
148,108
+3,129
231
$16M 0.07%
636,840
+3,105
232
$15.9M 0.06%
+311,218
233
$15.9M 0.06%
930,086
+225,209
234
$15.7M 0.06%
366,332
+4,506
235
$15.5M 0.06%
292,432
+6,632
236
$15.4M 0.06%
256,393
-18,772
237
$15.1M 0.06%
1,078,144
+163,842
238
$14.9M 0.06%
139,053
+38,150
239
$14.9M 0.06%
352,254
-33,663
240
$14.8M 0.06%
340,461
-10,911
241
$14.5M 0.06%
112,293
-124,927
242
$14.5M 0.06%
204,415
+18,894
243
$14.4M 0.06%
104,094
-10,030
244
$14.4M 0.06%
216,478
+4,312
245
$14M 0.06%
95,597
+3,341
246
$13.8M 0.06%
2,335,600
+812,120
247
$13.7M 0.06%
1,383,837
+710,319
248
$13.7M 0.06%
80,032
-5,491
249
$13.7M 0.06%
63,795
-506
250
$13.5M 0.06%
121,412
+3,203
8 9
10
11 12