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
1176
$48K ﹤0.01%
1,341
+332
1177
$48K ﹤0.01%
766
-1,459
1178
$48K ﹤0.01%
4,140
1179
$48K ﹤0.01%
646
+124
1180
$48K ﹤0.01%
4,000
1181
$47K ﹤0.01%
276
-40
1182
$47K ﹤0.01%
10,865
1183
$47K ﹤0.01%
900
+73
1184
$47K ﹤0.01%
928
-11,830
1185
$47K ﹤0.01%
4,665
1186
$47K ﹤0.01%
3,200
+1,750
1187
$46K ﹤0.01%
2,135
-35
1188
$46K ﹤0.01%
466
-18,952
1189
$46K ﹤0.01%
204
+65
1190
$46K ﹤0.01%
720
1191
$46K ﹤0.01%
275
1192
$46K ﹤0.01%
1,066
1193
$46K ﹤0.01%
820
+35
1194
$45K ﹤0.01%
472
1195
$45K ﹤0.01%
+856
1196
$44K ﹤0.01%
828
1197
$44K ﹤0.01%
1,260
1198
$44K ﹤0.01%
935
1199
$44K ﹤0.01%
300
1200
$44K ﹤0.01%
254
+19