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
876
$267K ﹤0.01%
55,000
+20,000
877
$266K ﹤0.01%
460
878
$265K ﹤0.01%
12,594
-635
879
$263K ﹤0.01%
+7,000
880
$256K ﹤0.01%
23,680
881
$254K ﹤0.01%
3,530
882
$254K ﹤0.01%
29
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883
$253K ﹤0.01%
5,124
884
$250K ﹤0.01%
10,000
885
$250K ﹤0.01%
3,973
886
$246K ﹤0.01%
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887
$245K ﹤0.01%
2,210
-13
888
$245K ﹤0.01%
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889
$245K ﹤0.01%
18,300
-22,800
890
$241K ﹤0.01%
1,410
891
$240K ﹤0.01%
1,538
-127
892
$240K ﹤0.01%
17,700
893
$239K ﹤0.01%
+25,000
894
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+19,035
895
$237K ﹤0.01%
14,387
+14,032
896
$235K ﹤0.01%
+11,100
897
$234K ﹤0.01%
7,500
898
$233K ﹤0.01%
3,150
-470
899
$225K ﹤0.01%
12,806
-10,729
900
$224K ﹤0.01%
5,038
34 35
36
37 38