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
326
$6.76M 0.03%
32,222
+3,803
327
$6.71M 0.03%
159,462
-94,191
328
$6.69M 0.03%
60,936
+467
329
$6.68M 0.03%
50,752
-479
330
$6.63M 0.03%
101,564
+2,172
331
$6.61M 0.03%
62,710
-971
332
$6.58M 0.03%
22,262
-236
333
$6.56M 0.03%
49,744
-580
334
$6.53M 0.03%
167,627
-334,978
335
$6.5M 0.03%
335,218
-77,384
336
$6.32M 0.03%
21,760
+1,404
337
$6.31M 0.03%
76,955
+2,943
338
$6.29M 0.03%
74,372
-22,265
339
$6.24M 0.03%
55,580
-3,622
340
$6.24M 0.03%
99,912
+30,971
341
$6.22M 0.03%
81,559
+16,607
342
$6.11M 0.02%
137,600
-430,319
343
$6.11M 0.02%
284,098
+69,864
344
$6.08M 0.02%
136,512
-3,732
345
$6.02M 0.02%
96,262
-268
346
$5.93M 0.02%
173,664
+34,199
347
$5.77M 0.02%
18,702
-858
348
$5.75M 0.02%
141,416
+28,206
349
$5.62M 0.02%
211,483
-8,007
350
$5.62M 0.02%
121,559
-857,725
12 13
14
15 16