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
926
$194K ﹤0.01%
4,987
+3,920
927
$194K ﹤0.01%
+3,700
928
$193K ﹤0.01%
2,000
929
$192K ﹤0.01%
12,019
-4,220
930
$190K ﹤0.01%
+7,850
931
$190K ﹤0.01%
1,480
-150
932
$189K ﹤0.01%
2,290
933
$187K ﹤0.01%
+15,000
934
$186K ﹤0.01%
51,048
+50,828
935
$186K ﹤0.01%
13,670
-107,720
936
$181K ﹤0.01%
14,140
+14,000
937
$179K ﹤0.01%
5,095
938
$179K ﹤0.01%
1,221
939
$175K ﹤0.01%
5,753
+3,903
940
$174K ﹤0.01%
+5,500
941
$174K ﹤0.01%
+1,384
942
$174K ﹤0.01%
677
-5
943
$173K ﹤0.01%
12,000
944
$171K ﹤0.01%
1,633
-772
945
$171K ﹤0.01%
1,477
+138
946
$171K ﹤0.01%
2,439
-1,109
947
$170K ﹤0.01%
30,000
+12,000
948
$169K ﹤0.01%
36,400
-500
949
$168K ﹤0.01%
1,508
+46
950
$166K ﹤0.01%
3,975
36 37
38
39 40