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
26
$194M 0.79%
2,892,292
+25,188
27
$190M 0.78%
919,031
+17,336
28
$189M 0.77%
1,738,585
-74,682
29
$186M 0.76%
2,514,021
+22,659
30
$183M 0.75%
5,578,759
-64,598
31
$182M 0.74%
1,357,844
-7,136
32
$181M 0.74%
2,114,273
+349,805
33
$177M 0.72%
743,202
+89,501
34
$172M 0.7%
1,215,671
+4,357
35
$170M 0.7%
508,018
-193
36
$169M 0.69%
919,886
+1,747
37
$168M 0.68%
3,811,266
+12,600
38
$165M 0.67%
846,755
+28,784
39
$164M 0.67%
4,808,954
-2,757,192
40
$163M 0.66%
3,791,189
-728,500
41
$159M 0.65%
3,344,790
+349,228
42
$155M 0.63%
2,102,422
+30,342
43
$154M 0.63%
309,090
-1,042
44
$154M 0.63%
1,216,437
+11,106
45
$153M 0.62%
2,633,430
+301
46
$150M 0.61%
1,413,824
+17,032
47
$148M 0.6%
2,653,991
+907,149
48
$145M 0.59%
2,987,343
+199,632
49
$143M 0.58%
1,150,367
+162,077
50
$143M 0.58%
4,814,720
-1,430
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