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
1951
– –
-450
1952
– –
-61
1953
$0 ﹤0.01%
1
1954
– –
0
1955
$0 ﹤0.01%
54
1956
– –
-9
1957
$0 ﹤0.01%
9
1958
– –
-12,591
1959
– –
-2,200
1960
$0 ﹤0.01%
20
1961
– –
-2
1962
– –
-7
1963
– –
-37
1964
– –
-231
1965
– –
-21,272
1966
$0 ﹤0.01%
3
1967
– –
-703,917
1968
– –
-19,697
1969
– –
-41
1970
– –
-25
1971
– –
-159
1972
$0 ﹤0.01%
100
-500
1973
– –
-332,389
1974
$0 ﹤0.01%
200
1975
– –
-18
77 78
79
80 81