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
– –
-6,195
2002
– –
-61
2003
$0 ﹤0.01%
1
2004
$0 ﹤0.01%
30
2005
– –
-10,200
2006
– –
-3,824
2007
– –
-31,480
2008
– –
-10
2009
– –
-17,041
2010
– –
0
2011
$0 ﹤0.01%
50
2012
– –
0
2013
$0 ﹤0.01%
54
2014
– –
-9
2015
$0 ﹤0.01%
9
2016
– –
-12,591
2017
– –
-2,200
2018
$0 ﹤0.01%
20
2019
– –
-2
2020
– –
-7
2021
– –
-37
2022
– –
-231
2023
– –
-21,272
2024
$0 ﹤0.01%
3
2025
– –
-703,917
79 80
81
82 83