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
2026
– –
-76
2027
– –
-9,362
2028
– –
-265
2029
– –
-42,216
2030
$0 ﹤0.01%
200
2031
– –
-81
2032
– –
-55
2033
$0 ﹤0.01%
30
2034
– –
-10,200
2035
– –
-1,818
2036
$0 ﹤0.01%
1
2037
– –
-1,920
2038
– –
-19
2039
$0 ﹤0.01%
18
-851
2040
$0 ﹤0.01%
23
2041
– –
-200
2042
– –
-38
2043
– –
-2,993
2044
– –
-272
2045
– –
-550
2046
– –
-42
2047
– –
-12,500
2048
$0 ﹤0.01%
100
2049
– –
-23,126
2050
– –
-300
80 81
82
83 84