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
1326
$27K ﹤0.01%
1,800
+100
1327
$27K ﹤0.01%
750
1328
$27K ﹤0.01%
226
1329
$27K ﹤0.01%
301
+100
1330
$27K ﹤0.01%
449
+6
1331
$27K ﹤0.01%
960
1332
$27K ﹤0.01%
+900
1333
$27K ﹤0.01%
1,000
1334
$27K ﹤0.01%
+2,178
1335
$27K ﹤0.01%
1,755
+487
1336
$26K ﹤0.01%
562
1337
$26K ﹤0.01%
600
1338
$26K ﹤0.01%
450
-72
1339
$26K ﹤0.01%
1,281
-963
1340
$26K ﹤0.01%
2,201
+93
1341
$26K ﹤0.01%
950
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1342
$26K ﹤0.01%
3,242
1343
$26K ﹤0.01%
1,000
1344
$26K ﹤0.01%
2,986
1345
$25K ﹤0.01%
1,190
-250
1346
$25K ﹤0.01%
+833
1347
$25K ﹤0.01%
1,421
1348
$25K ﹤0.01%
+770
1349
$25K ﹤0.01%
700
1350
$24K ﹤0.01%
900
-36
52 53
54
55 56