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
2001
– –
-5,715
2002
– –
-353,323
2003
– –
-2,394
2004
– –
-1,216
2005
– –
-15,445
2006
– –
-802
2007
$0 ﹤0.01%
5
-1
2008
– –
-185,727
2009
– –
-214
2010
– –
-100
2011
– –
-16
2012
– –
-1,677,027
2013
– –
-35
2014
– –
-1
2015
– –
-25
2016
$0 ﹤0.01%
7
2017
$0 ﹤0.01%
120
2018
– –
-43,790
2019
$0 ﹤0.01%
18
2020
– –
-43
2021
$0 ﹤0.01%
88
2022
– –
-4,384
2023
– –
-2,000
2024
– –
-1,000
2025
$0 ﹤0.01%
6
79 80
81
82 83