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
1001
$117K ﹤0.01%
108
1002
$117K ﹤0.01%
2,220
1003
$115K ﹤0.01%
722
+702
1004
$115K ﹤0.01%
803
-67
1005
$114K ﹤0.01%
1,000
1006
$113K ﹤0.01%
2,700
1007
$112K ﹤0.01%
1,804
-10,283
1008
$112K ﹤0.01%
3,714
-5,654
1009
$109K ﹤0.01%
5,946
+1,335
1010
$109K ﹤0.01%
+3,500
1011
$109K ﹤0.01%
1,443
1012
$108K ﹤0.01%
5,000
1013
$108K ﹤0.01%
2,027
1014
$107K ﹤0.01%
7,000
+3,300
1015
$107K ﹤0.01%
1,465
1016
$107K ﹤0.01%
731
+2
1017
$106K ﹤0.01%
3,090
+2,970
1018
$105K ﹤0.01%
2,298
+118
1019
$105K ﹤0.01%
2,550
+1,368
1020
$105K ﹤0.01%
50,000
1021
$104K ﹤0.01%
332
+90
1022
$103K ﹤0.01%
2,383
1023
$103K ﹤0.01%
2,860
+1,641
1024
$103K ﹤0.01%
7,511
1025
$102K ﹤0.01%
975
-120
39 40
41
42 43