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
1076
$78K ﹤0.01%
3,900
1077
$78K ﹤0.01%
+4,450
1078
$78K ﹤0.01%
935
1079
$78K ﹤0.01%
+750
1080
$78K ﹤0.01%
1,500
1081
$77K ﹤0.01%
454
-171
1082
$77K ﹤0.01%
600
1083
$76K ﹤0.01%
1,900
1084
$75K ﹤0.01%
10,000
1085
$74K ﹤0.01%
2,076
-236
1086
$74K ﹤0.01%
1,200
-1,051
1087
$72K ﹤0.01%
+3,500
1088
$72K ﹤0.01%
1,151
-1,134
1089
$72K ﹤0.01%
110,667
1090
$71K ﹤0.01%
2,982
-831
1091
$70K ﹤0.01%
1,000
-332
1092
$70K ﹤0.01%
2,940
-1,023
1093
$70K ﹤0.01%
2,544
+2,452
1094
$70K ﹤0.01%
1,861
+681
1095
$69K ﹤0.01%
5,129
+5,000
1096
$69K ﹤0.01%
2,000
-50
1097
$69K ﹤0.01%
640
-23
1098
$68K ﹤0.01%
3,281
+684
1099
$67K ﹤0.01%
1,260
1100
$67K ﹤0.01%
1,000
42 43
44
45 46