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
526
$1.81M 0.01%
+44,309
527
$1.81M 0.01%
27,750
+1,353
528
$1.8M 0.01%
134,525
-5,245
529
$1.8M 0.01%
98,220
530
$1.79M 0.01%
23,542
-24,788
531
$1.79M 0.01%
31,006
+30,785
532
$1.78M 0.01%
46,735
+2,117
533
$1.78M 0.01%
61,784
+19,630
534
$1.78M 0.01%
50,628
-480
535
$1.77M 0.01%
46,626
+46,288
536
$1.75M 0.01%
15,525
-1,158
537
$1.75M 0.01%
+40,222
538
$1.75M 0.01%
19,509
+347
539
$1.74M 0.01%
+22,204
540
$1.72M 0.01%
16,635
-354
541
$1.72M 0.01%
42,009
-2,315
542
$1.72M 0.01%
+42,535
543
$1.72M 0.01%
16,752
-310
544
$1.71M 0.01%
31,217
+931
545
$1.71M 0.01%
42,652
+7,508
546
$1.68M 0.01%
38,892
-308,928
547
$1.68M 0.01%
46,675
+730
548
$1.66M 0.01%
40,934
-3,759
549
$1.66M 0.01%
79,580
+1,308
550
$1.65M 0.01%
29,386
-13,200
20 21
22
23 24