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
1501
$13K ﹤0.01%
400
1502
$13K ﹤0.01%
1,032
1503
$13K ﹤0.01%
362
1504
$13K ﹤0.01%
+141
1505
$13K ﹤0.01%
150
1506
$13K ﹤0.01%
262
1507
$13K ﹤0.01%
704
+3
1508
$13K ﹤0.01%
117
+11
1509
$13K ﹤0.01%
7,335
1510
$12K ﹤0.01%
2,437
-63
1511
$12K ﹤0.01%
455
1512
$12K ﹤0.01%
221
1513
$12K ﹤0.01%
1,000
-53,500
1514
$12K ﹤0.01%
505
1515
$12K ﹤0.01%
132
+64
1516
$12K ﹤0.01%
+310
1517
$12K ﹤0.01%
276
+5
1518
$12K ﹤0.01%
225
-610
1519
$12K ﹤0.01%
430
-8
1520
$12K ﹤0.01%
510
-26
1521
$12K ﹤0.01%
+4
1522
$12K ﹤0.01%
480
1523
$12K ﹤0.01%
349
-35
1524
$12K ﹤0.01%
578
+140
1525
$12K ﹤0.01%
+480
59 60
61
62 63