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
826
$368K ﹤0.01%
3,354
-420
827
$366K ﹤0.01%
10,043
828
$365K ﹤0.01%
22,050
829
$365K ﹤0.01%
26,166
-731
830
$363K ﹤0.01%
2,684
+100
831
$363K ﹤0.01%
19,474
-16,524
832
$361K ﹤0.01%
5,052
+360
833
$357K ﹤0.01%
12,033
+10,583
834
$351K ﹤0.01%
17,767
-142
835
$346K ﹤0.01%
+10,544
836
$346K ﹤0.01%
30,700
+4,650
837
$346K ﹤0.01%
2,006
+704
838
$345K ﹤0.01%
4,459
+1,050
839
$345K ﹤0.01%
65,980
+680
840
$344K ﹤0.01%
+5,925
841
$336K ﹤0.01%
2,472
842
$335K ﹤0.01%
10,519
843
$335K ﹤0.01%
11,744
844
$331K ﹤0.01%
25,268
+3,982
845
$323K ﹤0.01%
125,000
846
$323K ﹤0.01%
84,176
847
$322K ﹤0.01%
29,000
848
$321K ﹤0.01%
+11,119
849
$320K ﹤0.01%
7,795
+6
850
$319K ﹤0.01%
12,918
+11,236
32 33
34
35 36