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
1826
$3K ﹤0.01%
295
1827
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220
1828
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429
1829
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1830
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472
+10
1831
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148
1832
– –
0
1833
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1834
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1835
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1836
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50
1837
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315
+164
1838
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+493
1839
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+91
1840
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+13
1841
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+1,000
1842
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345
1843
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1844
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40
1845
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1846
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1847
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3
1848
$2K ﹤0.01%
+80
1849
$2K ﹤0.01%
310
-418
1850
$2K ﹤0.01%
100
72 73
74
75 76