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
2101
– –
-20
2102
$0 ﹤0.01%
5
2103
– –
-60
2104
– –
-76
2105
– –
-9,362
2106
– –
-265
2107
– –
-42,216
2108
– –
-102
2109
– –
-270
2110
$0 ﹤0.01%
18
-851
2111
– –
-284
2112
$0 ﹤0.01%
12
2113
– –
-40
2114
– –
-823
2115
– –
-48
2116
– –
-25
2117
– –
-44,319
2118
– –
-650
2119
– –
-46,260
2120
$0 ﹤0.01%
50
2121
– –
-5,000
2122
$0 ﹤0.01%
1
2123
– –
-1,920
2124
– –
-19
2125
$0 ﹤0.01%
10
83 84
85
86 87