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
1801
$3K ﹤0.01%
80
1802
$3K ﹤0.01%
+100
1803
$3K ﹤0.01%
200
-1,394
1804
$3K ﹤0.01%
+114
1805
$3K ﹤0.01%
55
-36,611
1806
$3K ﹤0.01%
95
1807
– –
0
1808
$3K ﹤0.01%
76
1809
$3K ﹤0.01%
+364
1810
$3K ﹤0.01%
75
-1,500
1811
$3K ﹤0.01%
79
-53,075
1812
$3K ﹤0.01%
60
1813
$3K ﹤0.01%
+202
1814
$3K ﹤0.01%
2,000
1815
$3K ﹤0.01%
100
1816
$3K ﹤0.01%
+347
1817
$3K ﹤0.01%
236
+46
1818
$3K ﹤0.01%
30
-31
1819
$3K ﹤0.01%
600
1820
$3K ﹤0.01%
207
1821
$3K ﹤0.01%
+105
1822
$3K ﹤0.01%
221
-23,632
1823
$3K ﹤0.01%
132
-86,383
1824
$3K ﹤0.01%
+100
1825
$3K ﹤0.01%
30
-66
71 72
73
74 75