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
1976
– –
-200
1977
– –
-126
1978
– –
-4,540
1979
– –
-300,000
1980
$0 ﹤0.01%
20
1981
– –
-100
1982
– –
-400
1983
– –
-102
1984
– –
-270
1985
– –
-2,000
1986
– –
-4,395
1987
$0 ﹤0.01%
24
1988
– –
-1,000
1989
– –
0
1990
– –
-4,040
1991
– –
-12
1992
– –
-3,496
1993
– –
-27
1994
$0 ﹤0.01%
5
1995
– –
-33
1996
$0 ﹤0.01%
700
1997
$0 ﹤0.01%
11
1998
– –
-9,465
1999
– –
-232,627
2000
– –
-466,257
78 79
80
81 82