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
501
$1.97M 0.01%
96,103
+69,203
502
$1.96M 0.01%
23,507
-7,240
503
$1.96M 0.01%
14,486
+2,695
504
$1.95M 0.01%
23,401
+3,121
505
$1.95M 0.01%
+30,909
506
$1.95M 0.01%
104,636
507
$1.94M 0.01%
71,341
+69,107
508
$1.93M 0.01%
+59,613
509
$1.92M 0.01%
+153,855
510
$1.92M 0.01%
28,015
-2,134
511
$1.91M 0.01%
34,784
+1,110
512
$1.9M 0.01%
51,822
+22,722
513
$1.9M 0.01%
+136,171
514
$1.88M 0.01%
5,461
-113
515
$1.88M 0.01%
28,958
+1,010
516
$1.87M 0.01%
+83,858
517
$1.86M 0.01%
+23,760
518
$1.85M 0.01%
25,273
-2,500
519
$1.85M 0.01%
118,320
+506
520
$1.85M 0.01%
10,841
+10,282
521
$1.84M 0.01%
84,662
+25,915
522
$1.84M 0.01%
45,483
-154
523
$1.84M 0.01%
+29,064
524
$1.82M 0.01%
18,290
+7,890
525
$1.82M 0.01%
23,016
-2,544
19 20
21
22 23