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
351
$5.58M 0.02%
20,526
+9,518
352
$5.54M 0.02%
51,837
-21,822
353
$5.47M 0.02%
122,545
+29,282
354
$5.47M 0.02%
149,485
+28,228
355
$5.4M 0.02%
+60,010
356
$5.38M 0.02%
148,486
+417
357
$5.32M 0.02%
240,001
-389,607
358
$5.3M 0.02%
28,426
+1,076
359
$5.2M 0.02%
25,461
-171
360
$5.17M 0.02%
116,826
-6,942
361
$5.17M 0.02%
74,670
-21,024
362
$5.15M 0.02%
118,300
363
$5.12M 0.02%
35,304
+3,743
364
$5.1M 0.02%
125,404
-3,320
365
$5.08M 0.02%
53,883
+1,444
366
$5.04M 0.02%
61,827
-7,661
367
$4.99M 0.02%
16,231
-557
368
$4.95M 0.02%
53,371
+436
369
$4.95M 0.02%
966,255
+228,761
370
$4.93M 0.02%
70,781
-4,046
371
$4.88M 0.02%
128,051
-44,227
372
$4.87M 0.02%
121,432
-4,114
373
$4.83M 0.02%
48,443
+3,202
374
$4.79M 0.02%
64,839
+493
375
$4.79M 0.02%
72,538
+19,477
13 14
15
16 17