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
– –
-3,960
2102
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-10
2103
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0
2104
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-133
2105
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-200
2106
$0 ﹤0.01%
26
2107
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-8
2108
$0 ﹤0.01%
2
2109
$0 ﹤0.01%
1
2110
– –
-3,071
2111
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-224
2112
– –
0
2113
$0 ﹤0.01%
10
2114
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-1
2115
– –
-4,120
2116
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-78
2117
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-17,593
2118
– –
-2,375
2119
– –
-112
2120
– –
-30
2121
$0 ﹤0.01%
+1
2122
– –
-5
2123
– –
-1,476
2124
– –
-34
2125
$0 ﹤0.01%
10
83 84
85
86 87