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
1401
$20K ﹤0.01%
341
+211
1402
$20K ﹤0.01%
410
1403
$20K ﹤0.01%
650
1404
$20K ﹤0.01%
875
1405
$20K ﹤0.01%
+2,000
1406
$20K ﹤0.01%
539
+500
1407
$20K ﹤0.01%
+124
1408
$20K ﹤0.01%
+400
1409
$20K ﹤0.01%
394
+110
1410
$19K ﹤0.01%
200
1411
$19K ﹤0.01%
205
1412
$19K ﹤0.01%
350
1413
$19K ﹤0.01%
+100
1414
$19K ﹤0.01%
68
-11,582
1415
$19K ﹤0.01%
2,060
-4,802
1416
$19K ﹤0.01%
183
+1
1417
$19K ﹤0.01%
235
+39
1418
$19K ﹤0.01%
500
1419
$19K ﹤0.01%
530
-47,280
1420
$19K ﹤0.01%
400
+200
1421
$19K ﹤0.01%
827
-2,983
1422
$19K ﹤0.01%
+2,000
1423
$19K ﹤0.01%
567
+438
1424
$19K ﹤0.01%
+2,000
1425
$19K ﹤0.01%
+2,000
55 56
57
58 59