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
1626
$8K ﹤0.01%
614
1627
$8K ﹤0.01%
690
+5
1628
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350
1629
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462
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1631
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55
1632
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+1,527
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100
1634
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100
1635
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2,450
1636
$8K ﹤0.01%
+85
1637
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57
+45
1638
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101
1639
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302
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1640
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1642
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1643
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500
1644
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+6,000
1645
$7K ﹤0.01%
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1646
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+65
1647
$7K ﹤0.01%
99
1648
$7K ﹤0.01%
193
-15,805
1649
$7K ﹤0.01%
100
-300
1650
$7K ﹤0.01%
332
+166
64 65
66
67 68