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
801
$436K ﹤0.01%
17,940
+1,480
802
$435K ﹤0.01%
25,766
+3,541
803
$432K ﹤0.01%
12,757
+1,042
804
$432K ﹤0.01%
44,836
+4,673
805
$430K ﹤0.01%
5,868
-23,137
806
$427K ﹤0.01%
6,830
-7,120
807
$424K ﹤0.01%
12,101
808
$423K ﹤0.01%
38,500
809
$422K ﹤0.01%
31,051
810
$422K ﹤0.01%
18,400
811
$416K ﹤0.01%
10,740
812
$414K ﹤0.01%
9,230
-1,135
813
$398K ﹤0.01%
5,450
+4,752
814
$395K ﹤0.01%
6,096
-266
815
$394K ﹤0.01%
3,698
-124
816
$388K ﹤0.01%
4,154
817
$384K ﹤0.01%
9,510
818
$383K ﹤0.01%
13,661
-10,100
819
$382K ﹤0.01%
7,074
+210
820
$382K ﹤0.01%
23,200
+23,000
821
$380K ﹤0.01%
29,746
+8,795
822
$376K ﹤0.01%
12,974
823
$370K ﹤0.01%
1,261
+380
824
$370K ﹤0.01%
13,367
+12,010
825
$370K ﹤0.01%
2,750
31 32
33
34 35