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
1551
$11K ﹤0.01%
1,077
1552
$11K ﹤0.01%
140
1553
$11K ﹤0.01%
500
1554
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185
1555
$10K ﹤0.01%
125
-68
1556
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+200
1557
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570
+470
1558
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85
-200
1559
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82
+49
1560
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549
1561
$10K ﹤0.01%
1,525
+1,000
1562
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80
1563
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142
1564
$10K ﹤0.01%
+250
1565
$10K ﹤0.01%
+146
1566
$10K ﹤0.01%
350
1567
$10K ﹤0.01%
+288
1568
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+286
1569
$10K ﹤0.01%
500
1570
$10K ﹤0.01%
+700
1571
$10K ﹤0.01%
199
+1
1572
$10K ﹤0.01%
990
-100
1573
$10K ﹤0.01%
346
+55
1574
$10K ﹤0.01%
1,270
1575
$10K ﹤0.01%
529
61 62
63
64 65