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
1876
$2K ﹤0.01%
2,600
1877
$2K ﹤0.01%
300
-16,795
1878
$2K ﹤0.01%
100
1879
$2K ﹤0.01%
36
-203
1880
$1K ﹤0.01%
100
1881
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74
1882
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100
1883
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55
-19
1884
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39
1885
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110
1886
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12
+6
1887
$1K ﹤0.01%
+60
1888
$1K ﹤0.01%
375
1889
$1K ﹤0.01%
37
1890
$1K ﹤0.01%
26
1891
$1K ﹤0.01%
+18
1892
$1K ﹤0.01%
50
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1893
$1K ﹤0.01%
+19
1894
$1K ﹤0.01%
30
+4
1895
$1K ﹤0.01%
70
1896
$1K ﹤0.01%
105
-25
1897
$1K ﹤0.01%
23
-1,485
1898
$1K ﹤0.01%
40
1899
$1K ﹤0.01%
1
-5
1900
$1K ﹤0.01%
12
-16
74 75
76
77 78