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
901
$223K ﹤0.01%
2,750
+250
902
$220K ﹤0.01%
3,025
903
$220K ﹤0.01%
+2,480
904
$217K ﹤0.01%
10,600
-110
905
$216K ﹤0.01%
16,086
+15,950
906
$216K ﹤0.01%
3,080
907
$215K ﹤0.01%
+994
908
$215K ﹤0.01%
6,000
909
$214K ﹤0.01%
3,797
+163
910
$212K ﹤0.01%
+1,885
911
$211K ﹤0.01%
3,617
912
$211K ﹤0.01%
15,200
-2,000
913
$209K ﹤0.01%
5,407
+5,373
914
$208K ﹤0.01%
2,800
915
$206K ﹤0.01%
3,155
916
$204K ﹤0.01%
3,516
+104
917
$203K ﹤0.01%
15,494
-1,803
918
$202K ﹤0.01%
5,733
+101
919
$201K ﹤0.01%
15,035
920
$200K ﹤0.01%
+10,000
921
$200K ﹤0.01%
+8,000
922
$200K ﹤0.01%
2,452
923
$197K ﹤0.01%
40,900
+12,000
924
$195K ﹤0.01%
+3,800
925
$195K ﹤0.01%
2,740
+697
35 36
37
38 39