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
851
$318K ﹤0.01%
3,152
+2,037
852
$318K ﹤0.01%
6,400
853
$316K ﹤0.01%
5,403
854
$314K ﹤0.01%
3,874
855
$313K ﹤0.01%
+12,152
856
$310K ﹤0.01%
4,254
-54
857
$306K ﹤0.01%
12,607
-74,639
858
$302K ﹤0.01%
2,730
-205
859
$302K ﹤0.01%
16,015
+73
860
$297K ﹤0.01%
22,213
+5,372
861
$293K ﹤0.01%
4,809
-247
862
$292K ﹤0.01%
13,300
863
$291K ﹤0.01%
2,335
864
$290K ﹤0.01%
3,975
-280
865
$286K ﹤0.01%
9,475
-20,564
866
$286K ﹤0.01%
+8,850
867
$281K ﹤0.01%
7,852
+30
868
$275K ﹤0.01%
11,945
869
$273K ﹤0.01%
2,870
+72
870
$271K ﹤0.01%
1,205
871
$271K ﹤0.01%
12,330
872
$270K ﹤0.01%
22,136
873
$270K ﹤0.01%
24,528
874
$269K ﹤0.01%
7,320
875
$268K ﹤0.01%
7,325
-550
33 34
35
36 37