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
676
$861K ﹤0.01%
19,265
+400
677
$857K ﹤0.01%
+8,410
678
$842K ﹤0.01%
30,557
+4,825
679
$839K ﹤0.01%
39,066
-557
680
$837K ﹤0.01%
27,265
-1,085
681
$835K ﹤0.01%
22,563
-1,000
682
$834K ﹤0.01%
34,260
-570
683
$828K ﹤0.01%
37,326
+234
684
$820K ﹤0.01%
23,000
-900
685
$809K ﹤0.01%
21,756
+4,210
686
$806K ﹤0.01%
4,680
-200
687
$802K ﹤0.01%
1,864,739
+22,000
688
$793K ﹤0.01%
17,763
+1,039
689
$785K ﹤0.01%
16,496
+906
690
$775K ﹤0.01%
20,952
+4,882
691
$771K ﹤0.01%
43,668
-545
692
$771K ﹤0.01%
10,197
+10,172
693
$771K ﹤0.01%
4,796
694
$767K ﹤0.01%
26,262
+8,100
695
$761K ﹤0.01%
24,525
-1,706
696
$758K ﹤0.01%
25,603
-31,524
697
$758K ﹤0.01%
70,020
+19,242
698
$754K ﹤0.01%
7,545
+90
699
$753K ﹤0.01%
20,149
-111
700
$750K ﹤0.01%
9,517
-27
26 27
28
29 30