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
401
$3.65M 0.01%
53,493
-3,394
402
$3.63M 0.01%
65,118
+1,289
403
$3.61M 0.01%
96,270
+26,652
404
$3.6M 0.01%
135,152
+21,241
405
$3.58M 0.01%
36,644
-4,442
406
$3.53M 0.01%
80,557
+23,598
407
$3.51M 0.01%
85,486
+21,152
408
$3.47M 0.01%
80,696
+6,727
409
$3.44M 0.01%
36,660
-4,003
410
$3.44M 0.01%
51,200
411
$3.43M 0.01%
54,213
+52,695
412
$3.41M 0.01%
148,625
+1,845
413
$3.4M 0.01%
25,553
-168
414
$3.4M 0.01%
58,464
-35
415
$3.32M 0.01%
126,182
416
$3.31M 0.01%
30,581
-22
417
$3.29M 0.01%
40,496
-2,668
418
$3.27M 0.01%
29,709
-2,218
419
$3.27M 0.01%
43,702
+2,492
420
$3.25M 0.01%
75,612
+22,381
421
$3.24M 0.01%
10,829
+313
422
$3.22M 0.01%
14,607
+69
423
$3.15M 0.01%
60,006
+11,275
424
$3.15M 0.01%
137,535
+19,590
425
$3.14M 0.01%
52,508
+22,151
15 16
17
18 19