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
276
$11.1M 0.05%
104,909
-13,574
277
$11M 0.04%
281,460
+670
278
$11M 0.04%
404,681
+21,423
279
$10.8M 0.04%
283,571
+125,495
280
$10.8M 0.04%
703,345
+16,250
281
$10.7M 0.04%
5,260
-11
282
$10.6M 0.04%
80,342
+405
283
$10.5M 0.04%
200,282
+200,017
284
$10.4M 0.04%
205,937
+12,145
285
$10.2M 0.04%
100,635
-202
286
$10.2M 0.04%
130,612
-12,391
287
$10.2M 0.04%
97,320
+198
288
$10M 0.04%
176,360
-21,069
289
$9.94M 0.04%
202,757
-79,080
290
$9.85M 0.04%
125,961
+58,651
291
$9.84M 0.04%
42,142
+3,686
292
$9.82M 0.04%
486,508
+300,000
293
$9.69M 0.04%
+164,532
294
$9.68M 0.04%
439,536
-25,160
295
$9.53M 0.04%
140,762
+14,499
296
$9.53M 0.04%
201,462
+200,004
297
$9.51M 0.04%
104,634
-445
298
$9.49M 0.04%
82,873
-4,933
299
$9.49M 0.04%
1,485,627
+12,153
300
$9.37M 0.04%
356,760
+65,768
10 11
12
13 14