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
726
$642K ﹤0.01%
8,773
+8,710
727
$637K ﹤0.01%
19,861
-5,824
728
$635K ﹤0.01%
20,887
+4,080
729
$630K ﹤0.01%
22,086
-6,343
730
$628K ﹤0.01%
12,854
-19
731
$628K ﹤0.01%
38,208
-1,908
732
$627K ﹤0.01%
25,433
-270
733
$623K ﹤0.01%
21,705
-54,396
734
$615K ﹤0.01%
12,052
-65,244
735
$613K ﹤0.01%
30,087
-113
736
$611K ﹤0.01%
88,498
737
$610K ﹤0.01%
11,156
+1,378
738
$604K ﹤0.01%
7,915
739
$591K ﹤0.01%
8,768
+881
740
$582K ﹤0.01%
16,272
741
$582K ﹤0.01%
33,849
-247
742
$580K ﹤0.01%
3,571
743
$574K ﹤0.01%
17,660
+1,900
744
$573K ﹤0.01%
21,852
+1,747
745
$571K ﹤0.01%
15,756
+343
746
$571K ﹤0.01%
19,935
-2,095
747
$570K ﹤0.01%
4,935
748
$567K ﹤0.01%
550
-2,437
749
$566K ﹤0.01%
28,100
-100
750
$565K ﹤0.01%
13,611
+12,671
28 29
30
31 32