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
101
$69.2M 0.28%
2,725,124
-942,130
102
$69M 0.28%
505,728
+16,622
103
$68.6M 0.28%
1,764,696
-89,611
104
$68M 0.28%
3,604,976
-620,274
105
$67.4M 0.27%
340,423
+152,084
106
$67.2M 0.27%
812,528
-45,991
107
$67M 0.27%
338,768
+7,315
108
$66.2M 0.27%
1,107,136
+481,230
109
$64.5M 0.26%
558,930
+15,752
110
$64.4M 0.26%
814,669
+5,682
111
$63.1M 0.26%
232,515
-640
112
$62.9M 0.26%
1,955,006
+2,250
113
$62.8M 0.26%
403,565
+54,940
114
$61.1M 0.25%
688,259
-207,709
115
$60M 0.24%
826,413
+266,426
116
$59.5M 0.24%
5,118,614
+815,034
117
$59.2M 0.24%
638,545
-94,422
118
$59.1M 0.24%
421,073
+7,883
119
$57.8M 0.24%
3,398,847
+203,688
120
$57M 0.23%
294,966
+3,361
121
$56.9M 0.23%
377,713
+87,466
122
$56.5M 0.23%
2,123,999
-19,349
123
$54.7M 0.22%
686,516
-3,647
124
$53.8M 0.22%
215,488
+28,361
125
$53.5M 0.22%
510,113
-15,396
3 4
5
6 7