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
– –
-19,697
2027
– –
-41
2028
– –
-25
2029
– –
-159
2030
$0 ﹤0.01%
100
-500
2031
– –
-332,389
2032
$0 ﹤0.01%
200
2033
– –
-18
2034
– –
-200
2035
– –
-126
2036
– –
-4,540
2037
– –
-300,000
2038
$0 ﹤0.01%
20
2039
– –
-100
2040
– –
-400
2041
– –
-2,000
2042
– –
-4,395
2043
$0 ﹤0.01%
24
2044
– –
-1,000
2045
– –
0
2046
– –
-4,040
2047
– –
-12
2048
– –
-3,496
2049
– –
-27
2050
$0 ﹤0.01%
5
80 81
82
83 84