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
776
$501K ﹤0.01%
5,300
-803
777
$497K ﹤0.01%
22,305
-10,135
778
$496K ﹤0.01%
15,330
779
$494K ﹤0.01%
19,647
-9,773
780
$494K ﹤0.01%
21,200
-5
781
$493K ﹤0.01%
11,845
-122
782
$489K ﹤0.01%
5,685
+750
783
$484K ﹤0.01%
+26,640
784
$484K ﹤0.01%
8,720
+1,145
785
$484K ﹤0.01%
11,080
-1,040
786
$483K ﹤0.01%
8,115
787
$481K ﹤0.01%
2,238
+73
788
$481K ﹤0.01%
11,661
-726
789
$473K ﹤0.01%
14,601
-6,340
790
$465K ﹤0.01%
15,365
-1,033
791
$456K ﹤0.01%
7,450
792
$456K ﹤0.01%
10,115
-45
793
$456K ﹤0.01%
+20,000
794
$453K ﹤0.01%
8,643
-18
795
$452K ﹤0.01%
13,519
-13,229
796
$451K ﹤0.01%
13,295
-3,461
797
$447K ﹤0.01%
25,230
-1,650
798
$446K ﹤0.01%
38,417
-952
799
$443K ﹤0.01%
8,778
-2,662
800
$442K ﹤0.01%
50,000
30 31
32
33 34