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
551
$1.64M 0.01%
59,605
+99
552
$1.64M 0.01%
+31,158
553
$1.64M 0.01%
22,370
-63
554
$1.63M 0.01%
25,861
+4,431
555
$1.63M 0.01%
42,865
+20,985
556
$1.63M 0.01%
32,294
+6,153
557
$1.63M 0.01%
34,056
+2,737
558
$1.63M 0.01%
78,322
-20,499
559
$1.61M 0.01%
62,092
-400
560
$1.61M 0.01%
46,680
-8,800
561
$1.61M 0.01%
90,312
+471
562
$1.6M 0.01%
73,635
+1,339
563
$1.59M 0.01%
+33,328
564
$1.59M 0.01%
18,224
-295
565
$1.58M 0.01%
50,275
+1,337
566
$1.57M 0.01%
108,016
-1,661
567
$1.57M 0.01%
45,259
+45,236
568
$1.56M 0.01%
76,770
+166
569
$1.56M 0.01%
34,600
+6,738
570
$1.53M 0.01%
53,640
-905
571
$1.51M 0.01%
67,354
+47,775
572
$1.51M 0.01%
17,650
-45
573
$1.51M 0.01%
29,336
-699
574
$1.5M 0.01%
21,855
+3,358
575
$1.48M 0.01%
48,847
+1,470
21 22
23
24 25