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
76
$103M 0.42%
2,904,743
+2,855,609
77
$100M 0.41%
2,358,684
+60,662
78
$98.5M 0.4%
443,270
+9,355
79
$98.4M 0.4%
684,112
-17,498
80
$96.9M 0.4%
945,440
+162,080
81
$96.9M 0.4%
512,002
+8,560
82
$96.7M 0.39%
1,892,329
+388,381
83
$96.4M 0.39%
1,255,857
+20,013
84
$96.2M 0.39%
1,046,473
+4,666
85
$95.4M 0.39%
512,657
-2,677
86
$93.5M 0.38%
1,888,838
-264,841
87
$93M 0.38%
1,801,884
+621,151
88
$91.5M 0.37%
829,856
+76,779
89
$91.2M 0.37%
671,502
-90,852
90
$88.6M 0.36%
1,517,879
-6,898
91
$84.2M 0.34%
534,139
+197,545
92
$82.5M 0.34%
836,394
-1
93
$81.4M 0.33%
1,165,545
-161,228
94
$80.4M 0.33%
235,043
-181,282
95
$79M 0.32%
1,219,688
-2,114
96
$77.8M 0.32%
369,234
-9,567
97
$76.8M 0.31%
1,479,552
+97,535
98
$76M 0.31%
1,272,198
+1,256,046
99
$75.4M 0.31%
903,267
-11,185
100
$72.4M 0.3%
176,918
+11,900
2 3
4
5 6