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
1126
$61K ﹤0.01%
2,540
+1,705
1127
$61K ﹤0.01%
2,951
-81,945
1128
$61K ﹤0.01%
993
1129
$60K ﹤0.01%
880
1130
$60K ﹤0.01%
6,431
+120
1131
$60K ﹤0.01%
1,600
1132
$59K ﹤0.01%
+1,000
1133
$59K ﹤0.01%
1,280
-40
1134
$59K ﹤0.01%
1,000
1135
$59K ﹤0.01%
1,150
-267
1136
$59K ﹤0.01%
699
+1
1137
$58K ﹤0.01%
+861
1138
$58K ﹤0.01%
1,126
+2
1139
$58K ﹤0.01%
500
1140
$58K ﹤0.01%
1,475
+1,000
1141
$58K ﹤0.01%
230
-4,230
1142
$57K ﹤0.01%
1,480
1143
$57K ﹤0.01%
+4,000
1144
$56K ﹤0.01%
3,333
-67
1145
$56K ﹤0.01%
10,284
+8,423
1146
$55K ﹤0.01%
510
-55
1147
$55K ﹤0.01%
800
1148
$55K ﹤0.01%
720
1149
$55K ﹤0.01%
1,500
1150
$54K ﹤0.01%
442
+68
44 45
46
47 48