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
1026
$101K ﹤0.01%
+6,000
1027
$101K ﹤0.01%
4,480
1028
$100K ﹤0.01%
2,848
+559
1029
$98K ﹤0.01%
2,587
-103
1030
$98K ﹤0.01%
+1,425
1031
$98K ﹤0.01%
1,857
-47
1032
$98K ﹤0.01%
7,792
+1,142
1033
$98K ﹤0.01%
1,000
1034
$98K ﹤0.01%
800
-29
1035
$97K ﹤0.01%
2,709
+11
1036
$97K ﹤0.01%
1,200
+121
1037
$97K ﹤0.01%
800
+245
1038
$96K ﹤0.01%
653
-10,291
1039
$96K ﹤0.01%
566
+2
1040
$95K ﹤0.01%
4,000
1041
$94K ﹤0.01%
2,330
1042
$93K ﹤0.01%
11,599
+4,500
1043
$93K ﹤0.01%
2,400
+480
1044
$92K ﹤0.01%
1,604
+1
1045
$92K ﹤0.01%
2,231
+9
1046
$92K ﹤0.01%
2,127
+45
1047
$91K ﹤0.01%
2,120
1048
$91K ﹤0.01%
1,129
1049
$91K ﹤0.01%
2,510
-32
1050
$90K ﹤0.01%
968
40 41
42
43 44