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
1426
$19K ﹤0.01%
97
+37
1427
$19K ﹤0.01%
1,150
1428
$18K ﹤0.01%
1,000
1429
$18K ﹤0.01%
990
+400
1430
$18K ﹤0.01%
701
+240
1431
$18K ﹤0.01%
301
1432
$18K ﹤0.01%
575
-350
1433
$18K ﹤0.01%
304
1434
$18K ﹤0.01%
365
1435
$18K ﹤0.01%
200
1436
$18K ﹤0.01%
624
1437
$18K ﹤0.01%
186
-13,959
1438
$18K ﹤0.01%
502
+61
1439
$18K ﹤0.01%
163
-16,370
1440
$18K ﹤0.01%
412
1441
$18K ﹤0.01%
420
-10,375
1442
$18K ﹤0.01%
+2,000
1443
$17K ﹤0.01%
847
1444
$17K ﹤0.01%
382
1445
$17K ﹤0.01%
120
1446
$17K ﹤0.01%
200
-425
1447
$17K ﹤0.01%
264
1448
$17K ﹤0.01%
208
1449
$17K ﹤0.01%
200
1450
$17K ﹤0.01%
175
-195
56 57
58
59 60