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
51
$141M 0.58%
894,300
+7,828
52
$140M 0.57%
1,816,994
+80,022
53
$139M 0.57%
2,787,398
+44,662
54
$139M 0.57%
2,469,166
+89,296
55
$134M 0.55%
4,249,599
+994,890
56
$131M 0.53%
3,140,856
+328,572
57
$130M 0.53%
2,026,473
+808,757
58
$130M 0.53%
2,124,274
+145,756
59
$126M 0.52%
771,031
-2,434
60
$123M 0.5%
728,241
-213,620
61
$123M 0.5%
941,289
-8,911
62
$119M 0.48%
1,871,418
-36,128
63
$118M 0.48%
504,915
-2,414
64
$116M 0.47%
1,240,670
+12,967
65
$114M 0.46%
944,597
+42,077
66
$113M 0.46%
518,101
+103,186
67
$113M 0.46%
706,701
+33,921
68
$112M 0.46%
547,920
+6,531
69
$109M 0.44%
651,516
-2,963
70
$108M 0.44%
6,127,842
-581,421
71
$106M 0.43%
798,693
+1,613
72
$105M 0.43%
2,303,374
-412,644
73
$104M 0.43%
2,145,751
-35,115
74
$104M 0.42%
611,892
+146,127
75
$104M 0.42%
6,457,024
+589,632
1 2
3
4 5