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
1901
$1K ﹤0.01%
10
1902
$1K ﹤0.01%
19
-5
1903
$1K ﹤0.01%
35
1904
$1K ﹤0.01%
688
1905
$1K ﹤0.01%
144
-112,100
1906
$1K ﹤0.01%
22
1907
$1K ﹤0.01%
16
-3
1908
$1K ﹤0.01%
35
-5,040
1909
$1K ﹤0.01%
+25
1910
$1K ﹤0.01%
50
1911
$1K ﹤0.01%
221
1912
$1K ﹤0.01%
19
1913
$1K ﹤0.01%
21
-63
1914
$1K ﹤0.01%
49
1915
$1K ﹤0.01%
16
1916
$1K ﹤0.01%
50
1917
$1K ﹤0.01%
90
1918
$1K ﹤0.01%
16
1919
$1K ﹤0.01%
48
-22,686
1920
$1K ﹤0.01%
17
-55
1921
$1K ﹤0.01%
100
1922
– –
0
1923
$1K ﹤0.01%
500
1924
$1K ﹤0.01%
19
-57
1925
$1K ﹤0.01%
34
75 76
77
78 79