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
1101
$67K ﹤0.01%
1,700
+700
1102
$67K ﹤0.01%
1,819
+6
1103
$67K ﹤0.01%
4,559
-574
1104
$67K ﹤0.01%
3,420
+135
1105
$66K ﹤0.01%
700
1106
$66K ﹤0.01%
1,500
1107
$66K ﹤0.01%
1,000
-16
1108
$66K ﹤0.01%
2,015
-62
1109
$65K ﹤0.01%
+2,081
1110
$65K ﹤0.01%
9,940
+1,100
1111
$65K ﹤0.01%
1,000
1112
$65K ﹤0.01%
3,346
-13,757
1113
$65K ﹤0.01%
860
+300
1114
$65K ﹤0.01%
980
-420
1115
$64K ﹤0.01%
+219
1116
$64K ﹤0.01%
1,200
1117
$64K ﹤0.01%
1,118
+422
1118
$64K ﹤0.01%
860
1119
$64K ﹤0.01%
2,112
1120
$64K ﹤0.01%
1,000
1121
$63K ﹤0.01%
1,181
1122
$63K ﹤0.01%
1,008
1123
$63K ﹤0.01%
15,589
1124
$62K ﹤0.01%
930
1125
$61K ﹤0.01%
559
-121
43 44
45
46 47