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
751
$563K ﹤0.01%
23,241
-1,093
752
$561K ﹤0.01%
4,129
+180
753
$556K ﹤0.01%
25,532
754
$550K ﹤0.01%
49,712
+2,318
755
$548K ﹤0.01%
+10,846
756
$540K ﹤0.01%
11,382
+2,073
757
$538K ﹤0.01%
21,823
+453
758
$537K ﹤0.01%
+12,632
759
$535K ﹤0.01%
+11,054
760
$534K ﹤0.01%
20,974
-10,054
761
$534K ﹤0.01%
22,670
-425
762
$533K ﹤0.01%
5,721
-234
763
$530K ﹤0.01%
42,147
+20,000
764
$528K ﹤0.01%
2,437
-128,342
765
$524K ﹤0.01%
7,686
766
$522K ﹤0.01%
12,987
+117
767
$520K ﹤0.01%
9,439
+2,867
768
$518K ﹤0.01%
9,214
+314
769
$512K ﹤0.01%
41,141
770
$511K ﹤0.01%
4,045
771
$509K ﹤0.01%
10,350
-190
772
$506K ﹤0.01%
26,405
+26,270
773
$505K ﹤0.01%
11,153
+378
774
$504K ﹤0.01%
11,912
-151
775
$503K ﹤0.01%
10,085
-80
29 30
31
32 33