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
1051
$89K ﹤0.01%
1,800
+850
1052
$89K ﹤0.01%
1,051
+187
1053
$88K ﹤0.01%
3,320
1054
$87K ﹤0.01%
2,800
1055
$87K ﹤0.01%
1,500
1056
$86K ﹤0.01%
5,160
-11,342
1057
$86K ﹤0.01%
1,868
1058
$85K ﹤0.01%
3,019
1059
$85K ﹤0.01%
1,000
1060
$85K ﹤0.01%
5,662
1061
$84K ﹤0.01%
13,483
1062
$83K ﹤0.01%
3,020
-869
1063
$82K ﹤0.01%
598
-369
1064
$82K ﹤0.01%
1,989
+821
1065
$82K ﹤0.01%
3,316
-1,895
1066
$81K ﹤0.01%
3,159
+63
1067
$80K ﹤0.01%
2,540
1068
$80K ﹤0.01%
2,403
-6,341
1069
$80K ﹤0.01%
1,406
-12,737
1070
$80K ﹤0.01%
5,000
1071
$80K ﹤0.01%
701
-43
1072
$80K ﹤0.01%
20
+19
1073
$79K ﹤0.01%
400
-9
1074
$79K ﹤0.01%
1,300
-10,087
1075
$78K ﹤0.01%
1,432
41 42
43
44 45