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
1651
$7K ﹤0.01%
+600
1652
$7K ﹤0.01%
114
1653
$7K ﹤0.01%
407
-51
1654
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181
+2
1655
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1,000
1656
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115
1657
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79
1658
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+59
1659
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610
-4,330
1660
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200
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+229
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100
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75
1665
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314
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1666
$7K ﹤0.01%
75
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1667
$7K ﹤0.01%
190
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1668
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1669
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260
1670
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90
1671
$6K ﹤0.01%
+886
1672
$6K ﹤0.01%
160
1673
$6K ﹤0.01%
51
-150
1674
$6K ﹤0.01%
85
-338
1675
$6K ﹤0.01%
159
65 66
67
68 69