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
451
$2.49M 0.01%
22,869
+4
452
$2.49M 0.01%
21,150
+106
453
$2.47M 0.01%
31,639
-1,113
454
$2.43M 0.01%
83,288
+61,187
455
$2.43M 0.01%
29,297
+506
456
$2.4M 0.01%
41,030
457
$2.38M 0.01%
43,882
458
$2.38M 0.01%
17,622
-1,709
459
$2.36M 0.01%
186,513
+55,770
460
$2.36M 0.01%
34,471
-36,414
461
$2.32M 0.01%
77,869
+29,766
462
$2.32M 0.01%
36,594
+446
463
$2.32M 0.01%
102,110
+6,056
464
$2.31M 0.01%
90,056
-3,451
465
$2.3M 0.01%
27,034
-4,764
466
$2.3M 0.01%
97,961
+22,725
467
$2.29M 0.01%
60,289
-667
468
$2.28M 0.01%
32,741
+19,950
469
$2.27M 0.01%
18,349
-88,129
470
$2.27M 0.01%
42,044
-476
471
$2.25M 0.01%
20,946
+8,014
472
$2.25M 0.01%
71,820
+37,100
473
$2.24M 0.01%
13,450
+130
474
$2.23M 0.01%
43,259
-43,590
475
$2.17M 0.01%
57,498
-3,375
17 18
19
20 21