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
126
$53.4M 0.22%
285,882
-21,937
127
$52.4M 0.21%
283,942
-7,852
128
$51.7M 0.21%
340,354
-14,860
129
$51.7M 0.21%
839,652
+767,176
130
$51.7M 0.21%
1,058,305
-660,851
131
$51.5M 0.21%
315,000
-4,814
132
$50.5M 0.21%
185,076
-3,150
133
$49.9M 0.2%
940,448
-13,724
134
$49.1M 0.2%
170,115
+7,882
135
$48.6M 0.2%
1,646,506
-189,790
136
$48.3M 0.2%
3,336,962
+39,695
137
$47.4M 0.19%
2,073,338
-67,530
138
$46.2M 0.19%
1,333,931
+75,000
139
$45.9M 0.19%
1,088,029
-467,499
140
$41.6M 0.17%
296,386
+13,216
141
$41.2M 0.17%
249,468
+1,589
142
$41M 0.17%
1,191,256
-24,634
143
$40.9M 0.17%
310,981
+140,653
144
$39.9M 0.16%
254,545
-5,403
145
$39.1M 0.16%
585,726
+76,787
146
$38.7M 0.16%
992,625
+11,735
147
$37.9M 0.15%
231,673
-3,944
148
$37.6M 0.15%
1,694,233
-446,593
149
$37.3M 0.15%
135,157
+48,172
150
$36.5M 0.15%
357,926
-827
4 5
6
7 8