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
1726
$5K ﹤0.01%
250
1727
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1728
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58
1729
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11
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1730
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1731
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1732
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40
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-28
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269
+39
1735
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1736
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1738
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35
+33
1739
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141
-26
1740
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+140
1741
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226
1742
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1743
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19,205
1744
$5K ﹤0.01%
1,457
+760
1745
$5K ﹤0.01%
+137
1746
$5K ﹤0.01%
+30
1747
$5K ﹤0.01%
+119
1748
$5K ﹤0.01%
60
1749
$5K ﹤0.01%
+144
1750
$4K ﹤0.01%
500
68 69
70
71 72