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
2151
– –
-200
2152
$0 ﹤0.01%
26
2153
– –
-8
2154
$0 ﹤0.01%
2
2155
$0 ﹤0.01%
1
2156
– –
-3,071
2157
– –
-224
2158
– –
0
2159
$0 ﹤0.01%
10
2160
– –
-1
2161
– –
-4,120
2162
– –
-78
2163
– –
-17,593
2164
– –
-2,375
2165
– –
-42
2166
– –
-12,500
2167
$0 ﹤0.01%
100
2168
– –
-23,126
2169
– –
-300
2170
– –
-1,798
2171
– –
0
2172
– –
-5
2173
– –
-446
2174
– –
-112
2175
– –
-30
85 86
87
88 89