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
1351
$24K ﹤0.01%
260
-90
1352
$24K ﹤0.01%
500
1353
$24K ﹤0.01%
1,281
-51
1354
$24K ﹤0.01%
700
1355
$24K ﹤0.01%
578
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1356
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1357
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1,800
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1358
$24K ﹤0.01%
1,500
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1359
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500
1360
$24K ﹤0.01%
1,050
1361
$23K ﹤0.01%
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1362
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385
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1363
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1364
$23K ﹤0.01%
4,564
1365
$23K ﹤0.01%
450
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1366
$23K ﹤0.01%
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1367
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1368
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1369
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1370
$23K ﹤0.01%
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1371
$23K ﹤0.01%
838
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1372
$23K ﹤0.01%
263
1373
$23K ﹤0.01%
311
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1374
$22K ﹤0.01%
600
-97,381
1375
$22K ﹤0.01%
766
53 54
55
56 57