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
– –
-1,798
2052
– –
0
2053
– –
-5
2054
– –
-446
2055
– –
-284
2056
– –
-198
2057
– –
-42
2058
– –
-36
2059
– –
-415
2060
– –
-15
2061
$0 ﹤0.01%
4
2062
– –
-1,000
2063
– –
-45
2064
$0 ﹤0.01%
12
2065
– –
-40
2066
– –
-823
2067
– –
-48
2068
– –
-25
2069
– –
-44,319
2070
– –
-650
2071
– –
-3,824
2072
– –
-31,480
2073
– –
-10
2074
– –
-17,041
2075
– –
0
81 82
83
84 85