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
626
$1.13M ﹤0.01%
13,178
-113
627
$1.12M ﹤0.01%
85,765
+410
628
$1.12M ﹤0.01%
48,186
-36,045
629
$1.11M ﹤0.01%
25,300
-645
630
$1.11M ﹤0.01%
129,050
+62,950
631
$1.11M ﹤0.01%
23,645
-945
632
$1.1M ﹤0.01%
64,666
+7,791
633
$1.09M ﹤0.01%
18,912
-2,334
634
$1.09M ﹤0.01%
17,213
+3,422
635
$1.09M ﹤0.01%
+80,000
636
$1.08M ﹤0.01%
15,136
-52
637
$1.08M ﹤0.01%
9,032
+4,650
638
$1.07M ﹤0.01%
21,415
+2,975
639
$1.07M ﹤0.01%
10,273
-527
640
$1.06M ﹤0.01%
18,974
+332
641
$1.05M ﹤0.01%
17,055
-22,805
642
$1.05M ﹤0.01%
10,130
-1,630
643
$1.05M ﹤0.01%
11,785
+4,100
644
$1.05M ﹤0.01%
+64
645
$1.04M ﹤0.01%
9,992
+55
646
$1.02M ﹤0.01%
18,769
+420
647
$1.02M ﹤0.01%
21,960
+722
648
$1.01M ﹤0.01%
21,374
-3,591
649
$1.01M ﹤0.01%
+20,000
650
$1.01M ﹤0.01%
13,764
+641
24 25
26
27 28