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
476
$2.16M 0.01%
99,975
-455
477
$2.15M 0.01%
22,810
+1,470
478
$2.15M 0.01%
13,395
+12,895
479
$2.11M 0.01%
60,420
+6,405
480
$2.09M 0.01%
98,463
+1,242
481
$2.08M 0.01%
39,654
+1,202
482
$2.08M 0.01%
87,840
-1,452
483
$2.07M 0.01%
29,085
-675
484
$2.06M 0.01%
21,067
-8,421
485
$2.05M 0.01%
117,319
+5,013
486
$2.05M 0.01%
+118,248
487
$2.04M 0.01%
1,353,573
+2,550
488
$2.04M 0.01%
31,544
-599
489
$2.04M 0.01%
59,003
-206
490
$2.02M 0.01%
21,750
-2,688
491
$2.02M 0.01%
+53,671
492
$2.01M 0.01%
109,328
+1,888
493
$2M 0.01%
33,960
+15,810
494
$2M 0.01%
28,353
-264
495
$2M 0.01%
8,208
-35
496
$1.99M 0.01%
33,242
+33,034
497
$1.98M 0.01%
110,706
+2,066
498
$1.98M 0.01%
20,810
-7,342
499
$1.98M 0.01%
44,366
+44,316
500
$1.98M 0.01%
40,833
-712,494
18 19
20
21 22