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
251
$13.5M 0.05%
89,225
-11,695
252
$13.3M 0.05%
346,619
+66,845
253
$13.3M 0.05%
58,596
+460
254
$13.2M 0.05%
175,651
-3,890
255
$13.1M 0.05%
54,878
-272
256
$13M 0.05%
97,699
+24,068
257
$13M 0.05%
83,255
+1,172
258
$12.7M 0.05%
253,297
+22,351
259
$12.7M 0.05%
398,718
-11,782
260
$12.7M 0.05%
348,345
-2,657
261
$12.6M 0.05%
54,633
+15,644
262
$12.6M 0.05%
83,872
+233
263
$12.4M 0.05%
1,034,229
+959,629
264
$12.4M 0.05%
72,656
-121
265
$12.3M 0.05%
74,076
+1,114
266
$12.2M 0.05%
242,048
+25,933
267
$12.2M 0.05%
73,576
-3,941
268
$12.1M 0.05%
259,373
+242,786
269
$12.1M 0.05%
322,304
+42,076
270
$11.9M 0.05%
139,776
-17,822
271
$11.8M 0.05%
44,167
+770
272
$11.5M 0.05%
108,794
+2,031
273
$11.3M 0.05%
111,203
+1,893
274
$11.2M 0.05%
899,127
-941,719
275
$11.1M 0.05%
505,113
+11,965
9 10
11
12 13