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
1451
$17K ﹤0.01%
380
1452
$17K ﹤0.01%
+1,300
1453
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1,000
1454
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+68
1455
$16K ﹤0.01%
545
+4
1456
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+350
1457
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1,680
+21
1458
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285
1459
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+500
1460
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400
-52
1461
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305
1462
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+323
1463
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187
1464
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+1,200
1465
$16K ﹤0.01%
150
1466
$16K ﹤0.01%
1,276
1467
$16K ﹤0.01%
+1,000
1468
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250
1469
$15K ﹤0.01%
801
+1
1470
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353
+6
1471
$15K ﹤0.01%
200
1472
$15K ﹤0.01%
312
-48
1473
$15K ﹤0.01%
+525
1474
$15K ﹤0.01%
1,286
1475
$15K ﹤0.01%
205
57 58
59
60 61