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
376
$4.78M 0.02%
81,431
-283
377
$4.68M 0.02%
204,500
-27,656
378
$4.54M 0.02%
49,717
-2,115
379
$4.34M 0.02%
43,623
-644
380
$4.28M 0.02%
48,801
+9,816
381
$4.26M 0.02%
274,605
-27,730
382
$4.19M 0.02%
29,707
+3,215
383
$4.18M 0.02%
29,876
-14,640
384
$4.11M 0.02%
11,565
+889
385
$4.09M 0.02%
50,267
-101
386
$4.06M 0.02%
102,967
+40,045
387
$4.05M 0.02%
37,582
-6,671
388
$3.97M 0.02%
33,532
-1,766
389
$3.95M 0.02%
40,851
+21,740
390
$3.92M 0.02%
172,040
391
$3.9M 0.02%
55,564
-12,388
392
$3.89M 0.02%
112,002
+3,650
393
$3.88M 0.02%
179,792
+4,588
394
$3.87M 0.02%
61,958
+33
395
$3.85M 0.02%
28,826
+13,323
396
$3.85M 0.02%
21,753
397
$3.76M 0.02%
37,456
-4,126
398
$3.74M 0.02%
99,981
+98,759
399
$3.7M 0.02%
23,994
+205
400
$3.69M 0.02%
44,017
-8,162
14 15
16
17 18