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
601
$1.29M 0.01%
28,213
602
$1.29M 0.01%
21,805
-765
603
$1.27M 0.01%
19,531
-35
604
$1.27M 0.01%
27,034
-1,635
605
$1.25M 0.01%
28,540
-2,450
606
$1.25M 0.01%
75,414
+5,236
607
$1.24M 0.01%
37,183
+36,478
608
$1.23M 0.01%
+33,734
609
$1.23M 0.01%
5,367
+1
610
$1.22M 0.01%
23,450
-580
611
$1.22M 0.01%
66,297
+15,475
612
$1.21M ﹤0.01%
9,150
-130
613
$1.21M ﹤0.01%
19,445
-480
614
$1.2M ﹤0.01%
8,303
+196
615
$1.2M ﹤0.01%
23,050
-3,380
616
$1.19M ﹤0.01%
18,114
-1
617
$1.19M ﹤0.01%
5,426
-442
618
$1.19M ﹤0.01%
82,154
-5,996
619
$1.18M ﹤0.01%
10,609
-380
620
$1.17M ﹤0.01%
97,320
-23,178
621
$1.15M ﹤0.01%
8,544
-369
622
$1.15M ﹤0.01%
+19,526
623
$1.15M ﹤0.01%
9,878
-434
624
$1.14M ﹤0.01%
24,851
+23,046
625
$1.13M ﹤0.01%
4
23 24
25
26 27