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
1601
$9K ﹤0.01%
776
-165
1602
$9K ﹤0.01%
+386
1603
$9K ﹤0.01%
345
1604
$9K ﹤0.01%
234
1605
$9K ﹤0.01%
286
1606
$9K ﹤0.01%
231
1607
$9K ﹤0.01%
200
1608
$9K ﹤0.01%
600
1609
$9K ﹤0.01%
300
-70
1610
$8K ﹤0.01%
22
1611
$8K ﹤0.01%
225
1612
$8K ﹤0.01%
26
+20
1613
$8K ﹤0.01%
+172
1614
$8K ﹤0.01%
132
+46
1615
$8K ﹤0.01%
235
-14,210
1616
$8K ﹤0.01%
190
1617
$8K ﹤0.01%
+500
1618
$8K ﹤0.01%
129
+61
1619
$8K ﹤0.01%
+200
1620
$8K ﹤0.01%
+321
1621
$8K ﹤0.01%
+267
1622
$8K ﹤0.01%
351
-1,159
1623
$8K ﹤0.01%
100
1624
$8K ﹤0.01%
+300
1625
$8K ﹤0.01%
+170
63 64
65
66 67