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
951
$165K ﹤0.01%
1,255
+670
952
$164K ﹤0.01%
4,750
953
$162K ﹤0.01%
6,684
+3,500
954
$161K ﹤0.01%
4,926
+28
955
$160K ﹤0.01%
2,925
956
$158K ﹤0.01%
2,059
+5
957
$158K ﹤0.01%
1,899
+264
958
$158K ﹤0.01%
4,828
-1,500
959
$157K ﹤0.01%
2,723
-495
960
$156K ﹤0.01%
1,000
-4
961
$156K ﹤0.01%
5,918
-1,773
962
$156K ﹤0.01%
2,100
963
$155K ﹤0.01%
1,774
-54
964
$155K ﹤0.01%
4,328
-522
965
$151K ﹤0.01%
+2,000
966
$150K ﹤0.01%
8,094
+7,974
967
$149K ﹤0.01%
3,395
-430
968
$148K ﹤0.01%
3,000
969
$148K ﹤0.01%
2,550
+2,029
970
$147K ﹤0.01%
9,800
971
$147K ﹤0.01%
838
972
$144K ﹤0.01%
1,315
973
$144K ﹤0.01%
6,025
974
$142K ﹤0.01%
763
-52
975
$141K ﹤0.01%
4,680
37 38
39
40 41