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
1526
$12K ﹤0.01%
260
1527
$12K ﹤0.01%
197
1528
$12K ﹤0.01%
560
-40
1529
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700
1530
$12K ﹤0.01%
304
-60,351
1531
$12K ﹤0.01%
130
1532
$11K ﹤0.01%
70
1533
$11K ﹤0.01%
1,685
1534
$11K ﹤0.01%
565
+6
1535
$11K ﹤0.01%
310
-1
1536
$11K ﹤0.01%
900
1537
$11K ﹤0.01%
217
-10,288
1538
$11K ﹤0.01%
691
-1,265
1539
$11K ﹤0.01%
2,553
1540
$11K ﹤0.01%
518
-81,294
1541
$11K ﹤0.01%
690
+2
1542
$11K ﹤0.01%
2,500
1543
$11K ﹤0.01%
90
1544
$11K ﹤0.01%
250
-1,106
1545
$11K ﹤0.01%
200
1546
$11K ﹤0.01%
102
+50
1547
– –
0
1548
$11K ﹤0.01%
200
1549
$11K ﹤0.01%
1,000
1550
$11K ﹤0.01%
+300
60 61
62
63 64