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
– –
-43
1977
– –
0
1978
– –
-615
1979
– –
0
1980
– –
-2,000
1981
– –
0
1982
– –
-125
1983
– –
-83,216
1984
$0 ﹤0.01%
3
1985
– –
-448
1986
– –
-53,013
1987
– –
0
1988
– –
-1,142
1989
– –
-3,717
1990
– –
-18
1991
$0 ﹤0.01%
27
1992
– –
-366
1993
– –
-1,056
1994
– –
-19
1995
$0 ﹤0.01%
7
1996
– –
-839
1997
– –
-18,000
1998
– –
-41,644
1999
– –
-29
2000
– –
-10
78 79
80
81 82