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
1201
$44K ﹤0.01%
5,000
+2,000
1202
$44K ﹤0.01%
1,220
+300
1203
$43K ﹤0.01%
400
1204
$43K ﹤0.01%
1,633
+3
1205
$43K ﹤0.01%
725
+590
1206
$43K ﹤0.01%
435
-42
1207
$43K ﹤0.01%
1,011
+811
1208
$42K ﹤0.01%
1,792
+592
1209
$42K ﹤0.01%
1,000
1210
$42K ﹤0.01%
519
+19
1211
$41K ﹤0.01%
1,100
-213
1212
$41K ﹤0.01%
330
1213
$41K ﹤0.01%
+652
1214
$41K ﹤0.01%
955
-192
1215
$41K ﹤0.01%
2,450
-1,842
1216
$40K ﹤0.01%
2,493
+75
1217
$40K ﹤0.01%
400
1218
$40K ﹤0.01%
1,789
+1,289
1219
$40K ﹤0.01%
4,160
1220
$40K ﹤0.01%
546
-79
1221
$40K ﹤0.01%
589
1222
$40K ﹤0.01%
1,365
+1,181
1223
$39K ﹤0.01%
3,000
+2,500
1224
$39K ﹤0.01%
780
1225
$39K ﹤0.01%
591
-533
47 48
49
50 51