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
1476
$15K ﹤0.01%
6,445
-11,500
1477
$15K ﹤0.01%
385
1478
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437
1479
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620
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1480
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175
1481
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500
1482
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375
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1483
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315
1484
$14K ﹤0.01%
539
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1485
$14K ﹤0.01%
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1486
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1487
$14K ﹤0.01%
200
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1488
$14K ﹤0.01%
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1489
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1,000
1490
$14K ﹤0.01%
520
1491
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1,000
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1493
$14K ﹤0.01%
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1494
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1495
$14K ﹤0.01%
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1496
$14K ﹤0.01%
200
1497
$13K ﹤0.01%
25,000
1498
$13K ﹤0.01%
510
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1499
$13K ﹤0.01%
320
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1500
$13K ﹤0.01%
1,486
58 59
60
61 62