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
651
$1.01M ﹤0.01%
12,895
-3,230
652
$1M ﹤0.01%
15,381
-3,482
653
$980K ﹤0.01%
23,354
+23,018
654
$980K ﹤0.01%
13,635
-580
655
$977K ﹤0.01%
21,485
+20,637
656
$976K ﹤0.01%
22,048
-10,829
657
$975K ﹤0.01%
4,016
+609
658
$972K ﹤0.01%
19,262
-480
659
$962K ﹤0.01%
+38,300
660
$960K ﹤0.01%
13,645
+160
661
$956K ﹤0.01%
15,118
+1,999
662
$949K ﹤0.01%
94,000
+3,890
663
$937K ﹤0.01%
54,210
+30,602
664
$936K ﹤0.01%
14,963
-1,080
665
$921K ﹤0.01%
46,272
+9,577
666
$918K ﹤0.01%
35,469
-128
667
$916K ﹤0.01%
62,805
-7,479
668
$904K ﹤0.01%
4,426
+44
669
$895K ﹤0.01%
+20,352
670
$892K ﹤0.01%
12,105
+12,088
671
$891K ﹤0.01%
18,215
-45
672
$885K ﹤0.01%
12,370
-730
673
$883K ﹤0.01%
67,752
+56,004
674
$875K ﹤0.01%
11,308
+10,522
675
$866K ﹤0.01%
32,576
-180
25 26
27
28 29