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
426
$3.12M 0.01%
28,170
+9,222
427
$3.12M 0.01%
36,543
-9,682
428
$3.1M 0.01%
25,360
+1,344
429
$3.09M 0.01%
32,171
+2,512
430
$2.98M 0.01%
28,623
-550
431
$2.97M 0.01%
60,764
-51
432
$2.97M 0.01%
112,492
+69,329
433
$2.96M 0.01%
67,925
+30,154
434
$2.96M 0.01%
64,234
435
$2.9M 0.01%
+15,000
436
$2.87M 0.01%
12,832
+117
437
$2.84M 0.01%
55,760
+20,715
438
$2.75M 0.01%
41,848
+8,571
439
$2.75M 0.01%
67,053
-25,521
440
$2.74M 0.01%
23,671
+6,718
441
$2.73M 0.01%
100,270
+95,430
442
$2.68M 0.01%
24,861
+12,204
443
$2.65M 0.01%
51,524
-5,889
444
$2.64M 0.01%
45,039
+472
445
$2.61M 0.01%
158,677
+2,347
446
$2.57M 0.01%
17,305
-277
447
$2.54M 0.01%
40,855
+32,341
448
$2.53M 0.01%
66,566
-32,788
449
$2.52M 0.01%
18,924
-5,755
450
$2.52M 0.01%
83,872
+13,250
16 17
18
19 20