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
1701
$6K ﹤0.01%
75
-12
1702
$6K ﹤0.01%
15,000
1703
$6K ﹤0.01%
+215
1704
$6K ﹤0.01%
131
1705
$5K ﹤0.01%
115
-885
1706
$5K ﹤0.01%
80
-167
1707
$5K ﹤0.01%
130
-12
1708
$5K ﹤0.01%
385
1709
$5K ﹤0.01%
+144
1710
$5K ﹤0.01%
+500
1711
$5K ﹤0.01%
78
+30
1712
$5K ﹤0.01%
59
1713
$5K ﹤0.01%
99
1714
$5K ﹤0.01%
+101
1715
$5K ﹤0.01%
60
1716
$5K ﹤0.01%
200
-45
1717
$5K ﹤0.01%
58
+25
1718
$5K ﹤0.01%
250
-1,938
1719
$5K ﹤0.01%
180
1720
$5K ﹤0.01%
91
1721
$5K ﹤0.01%
173
1722
$5K ﹤0.01%
100
1723
$5K ﹤0.01%
101
-999
1724
$5K ﹤0.01%
246
1725
$5K ﹤0.01%
93
-4
67 68
69
70 71