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
151
$35.1M 0.14%
813,194
-21,316
152
$35M 0.14%
1,598,438
-65,837
153
$35M 0.14%
1,443,998
+808,417
154
$34.7M 0.14%
407,473
+290,981
155
$34.7M 0.14%
1,411,494
156
$34.6M 0.14%
415,785
+228,930
157
$34.5M 0.14%
311,404
+2,459
158
$34.2M 0.14%
1,428,946
-321,028
159
$33.6M 0.14%
430,837
-32,682
160
$32.6M 0.13%
670,765
+263,463
161
$32.5M 0.13%
175,326
+41,266
162
$32.1M 0.13%
392,048
+7,670
163
$31.8M 0.13%
242,556
+37,195
164
$31.7M 0.13%
2,631,180
+694,552
165
$31.2M 0.13%
628,292
-2,440
166
$30.9M 0.13%
545,964
+400,624
167
$30.6M 0.12%
697,267
-16,972
168
$29.7M 0.12%
214,609
-9,958
169
$29.7M 0.12%
354,594
+28,000
170
$29.6M 0.12%
68,889
+12,656
171
$29.6M 0.12%
313,220
-12,846
172
$29.5M 0.12%
1,030,236
-8,342
173
$28.2M 0.12%
232,579
+1,045
174
$28.2M 0.12%
300,531
+6,865
175
$27.9M 0.11%
133,505
+1,877
5 6
7
8 9