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
2051
– –
-33
2052
$0 ﹤0.01%
700
2053
$0 ﹤0.01%
11
2054
– –
-9,465
2055
– –
-232,627
2056
– –
-466,257
2057
– –
-5,715
2058
– –
-353,323
2059
– –
-2,394
2060
– –
-1,216
2061
– –
-15,445
2062
– –
-802
2063
$0 ﹤0.01%
5
-1
2064
– –
-185,727
2065
– –
-214
2066
– –
-100
2067
– –
-16
2068
– –
-1,677,027
2069
– –
-35
2070
– –
-1
2071
– –
-25
2072
$0 ﹤0.01%
7
2073
$0 ﹤0.01%
120
2074
– –
-55
2075
– –
-25
81 82
83
84 85