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
2076
$0 ﹤0.01%
50
2077
– –
-46,260
2078
$0 ﹤0.01%
50
2079
– –
-5,000
2080
$0 ﹤0.01%
10
2081
– –
-125
2082
– –
-56
2083
– –
-24
2084
– –
-5
2085
– –
-6
2086
– –
-109
2087
– –
-35,225
2088
– –
-1,609
2089
$0 ﹤0.01%
14
2090
– –
-70
2091
– –
-26
2092
– –
-700
2093
$0 ﹤0.01%
8
2094
$0 ﹤0.01%
125
2095
– –
-5,200
2096
– –
-11,197
2097
$0 ﹤0.01%
9
2098
$0 ﹤0.01%
2
2099
– –
-12
2100
– –
-1,440
82 83
84
85 86