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
1926
$1K ﹤0.01%
9
1927
$1K ﹤0.01%
22
1928
$1K ﹤0.01%
185
1929
$1K ﹤0.01%
1
1930
$1K ﹤0.01%
50
1931
$1K ﹤0.01%
204
1932
$1K ﹤0.01%
60
1933
$1K ﹤0.01%
101
+1
1934
$1K ﹤0.01%
12
+6
1935
$1K ﹤0.01%
9
1936
$1K ﹤0.01%
59
-23
1937
$1K ﹤0.01%
10
1938
$1K ﹤0.01%
20
-4,265
1939
$1K ﹤0.01%
600
1940
$1K ﹤0.01%
3,362
1941
$1K ﹤0.01%
1,250
1942
– –
-1,083
1943
– –
-300
1944
– –
-1,325
1945
– –
-450
1946
– –
-43,790
1947
$0 ﹤0.01%
18
1948
– –
-43
1949
$0 ﹤0.01%
88
1950
– –
-4,384
76 77
78
79 80