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
976
$140K ﹤0.01%
3,026
977
$139K ﹤0.01%
2,200
-155
978
$139K ﹤0.01%
3,307
979
$138K ﹤0.01%
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-60
980
$137K ﹤0.01%
14,416
981
$136K ﹤0.01%
3,542
982
$135K ﹤0.01%
2,172
983
$133K ﹤0.01%
7,680
-7,340
984
$132K ﹤0.01%
600
985
$132K ﹤0.01%
1,274
-11,953
986
$132K ﹤0.01%
831
987
$131K ﹤0.01%
2,328
988
$131K ﹤0.01%
+914
989
$130K ﹤0.01%
6,170
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990
$130K ﹤0.01%
14,163
-13,260
991
$128K ﹤0.01%
2,180
992
$128K ﹤0.01%
8,000
993
$127K ﹤0.01%
7,500
994
$126K ﹤0.01%
+1,286
995
$125K ﹤0.01%
1,438
996
$125K ﹤0.01%
4,312
+3,882
997
$122K ﹤0.01%
+2,911
998
$122K ﹤0.01%
2,250
-125
999
$119K ﹤0.01%
1,020
-38
1000
$119K ﹤0.01%
4,295
-23,645
38 39
40
41 42