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
1226
$39K ﹤0.01%
915
1227
$39K ﹤0.01%
985
+6
1228
$39K ﹤0.01%
1,295
-175
1229
$39K ﹤0.01%
455
1230
$38K ﹤0.01%
800
1231
$38K ﹤0.01%
855
-48
1232
$38K ﹤0.01%
363
-178
1233
$38K ﹤0.01%
+774
1234
$38K ﹤0.01%
+5,323
1235
$38K ﹤0.01%
+5,000
1236
$37K ﹤0.01%
274
+100
1237
$37K ﹤0.01%
424
+324
1238
$37K ﹤0.01%
1,707
-110
1239
$37K ﹤0.01%
2,500
1240
$37K ﹤0.01%
213
1241
$36K ﹤0.01%
811
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1242
$36K ﹤0.01%
+1,000
1243
$36K ﹤0.01%
+1,314
1244
$36K ﹤0.01%
1,666
1245
$36K ﹤0.01%
266
1246
$36K ﹤0.01%
6,186
+3,000
1247
$35K ﹤0.01%
2,000
1248
$35K ﹤0.01%
889
+670
1249
$35K ﹤0.01%
1,424
1250
$35K ﹤0.01%
690
48 49
50
51 52