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
301
$9.34M 0.04%
78,684
+354
302
$9.1M 0.04%
300,547
+49,989
303
$8.99M 0.04%
62,430
+26,358
304
$8.99M 0.04%
254,728
-1,808
305
$8.62M 0.04%
67,860
+4,890
306
$8.31M 0.03%
113,406
-1,149,901
307
$7.97M 0.03%
98,733
-21,236
308
$7.88M 0.03%
158,997
+27,915
309
$7.84M 0.03%
175,271
-3,378
310
$7.75M 0.03%
256,251
-1,000
311
$7.71M 0.03%
56,215
-305
312
$7.55M 0.03%
71,036
-40,293
313
$7.44M 0.03%
+295,000
314
$7.32M 0.03%
43,358
+8,005
315
$7.27M 0.03%
302,422
+5,769
316
$7.24M 0.03%
175,934
-439
317
$7.23M 0.03%
94,731
+26,284
318
$7.16M 0.03%
87,521
+9,650
319
$7.11M 0.03%
278,743
+71,586
320
$7M 0.03%
153,138
+135,890
321
$6.97M 0.03%
309,380
+705
322
$6.95M 0.03%
51,193
+9,462
323
$6.89M 0.03%
19,960
+4,049
324
$6.84M 0.03%
89,791
+1,473
325
$6.81M 0.03%
65,584
-141
11 12
13
14 15