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
1251
$35K ﹤0.01%
2,000
1252
$35K ﹤0.01%
497
-22,539
1253
$35K ﹤0.01%
1,004
+1,000
1254
$35K ﹤0.01%
157
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1255
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1256
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2,250
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1257
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400
1258
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1259
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280
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1260
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785
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1262
$34K ﹤0.01%
485
1263
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1,072
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1264
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4,900
1265
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1266
$34K ﹤0.01%
600
1267
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1269
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1270
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500
1271
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1,133
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1272
$33K ﹤0.01%
4,300
1273
$33K ﹤0.01%
404
-12,969
1274
$33K ﹤0.01%
1,000
1275
$33K ﹤0.01%
+576
49 50
51
52 53