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
1151
$54K ﹤0.01%
1,197
1152
$53K ﹤0.01%
1,937
-62,209
1153
$53K ﹤0.01%
10,000
1154
$53K ﹤0.01%
5,000
1155
$52K ﹤0.01%
2,962
1156
$52K ﹤0.01%
1,586
+1,300
1157
$52K ﹤0.01%
+1,126
1158
$52K ﹤0.01%
1,606
+1
1159
– –
0
1160
$51K ﹤0.01%
895
-33
1161
$51K ﹤0.01%
185
1162
$51K ﹤0.01%
1,200
1163
$51K ﹤0.01%
2,268
-41,855
1164
$51K ﹤0.01%
970
+70
1165
$51K ﹤0.01%
768
-10,759
1166
$50K ﹤0.01%
3,305
-1,107
1167
$50K ﹤0.01%
+1,627
1168
$50K ﹤0.01%
+1,000
1169
$50K ﹤0.01%
+1,836
1170
$50K ﹤0.01%
1,500
1171
$50K ﹤0.01%
390
-20
1172
$50K ﹤0.01%
+2,333
1173
$49K ﹤0.01%
+1,950
1174
$49K ﹤0.01%
4,910
1175
$48K ﹤0.01%
1,873
45 46
47
48 49