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
576
$1.48M 0.01%
+57,838
577
$1.46M 0.01%
80,038
+4,417
578
$1.46M 0.01%
24,914
+901
579
$1.46M 0.01%
27,477
+6,197
580
$1.45M 0.01%
71,109
+2,291
581
$1.44M 0.01%
11,389
-677
582
$1.44M 0.01%
106,661
-1,883
583
$1.42M 0.01%
65,835
+11,370
584
$1.42M 0.01%
28,181
+2,770
585
$1.41M 0.01%
28,588
-36,625
586
$1.41M 0.01%
+28,874
587
$1.4M 0.01%
11,287
-61
588
$1.39M 0.01%
77,494
+5,074
589
$1.35M 0.01%
92,681
-279
590
$1.35M 0.01%
102,900
-73,700
591
$1.35M 0.01%
19,805
-4,038
592
$1.35M 0.01%
6,055
+1,530
593
$1.35M 0.01%
22,771
-1,695
594
$1.34M 0.01%
25,957
+2,543
595
$1.34M 0.01%
7,386
+743
596
$1.34M 0.01%
33,277
-2,571
597
$1.32M 0.01%
29,819
+8,401
598
$1.32M 0.01%
21,024
-13,317
599
$1.32M 0.01%
26,356
+9,341
600
$1.29M 0.01%
14,090
-1,750
22 23
24
25 26