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
176
$27.8M 0.11%
223,643
+5,096
177
$27.1M 0.11%
643,061
+19,122
178
$27M 0.11%
40,197
+845
179
$26.9M 0.11%
621,837
-321,012
180
$26.3M 0.11%
664,619
+72,519
181
$26M 0.11%
306,927
+3,164
182
$25.9M 0.11%
736,474
-194,862
183
$25.4M 0.1%
379,315
-3,164
184
$25M 0.1%
1,066,387
+100,969
185
$25M 0.1%
361,641
+355,269
186
$24.6M 0.1%
496,035
+400,071
187
$24.3M 0.1%
862,384
-31,495
188
$24M 0.1%
215,071
+5,569
189
$23.9M 0.1%
444,464
+9,248
190
$23.8M 0.1%
243,280
-628,750
191
$23.8M 0.1%
355,131
+35,660
192
$23.6M 0.1%
176,632
+3,519
193
$23.5M 0.1%
824,835
-16,203
194
$23M 0.09%
1,001,731
-73,410
195
$22.9M 0.09%
269,772
+5,030
196
$22.6M 0.09%
231,595
+210,958
197
$22.5M 0.09%
344,865
+267,855
198
$21.7M 0.09%
684,317
-3,600
199
$21.6M 0.09%
225,629
+10,298
200
$21.5M 0.09%
169,741
+4,443
6 7
8
9 10