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
2176
– –
-5,133
2177
– –
-1,500
2178
– –
-20
2179
$0 ﹤0.01%
5
2180
– –
-60
2181
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-39
2182
– –
-5,520
2183
– –
-43
2184
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0
2185
– –
-615
2186
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0
2187
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-2,000
2188
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0
2189
– –
-125
2190
– –
-83,216
2191
$0 ﹤0.01%
3
2192
– –
-448
2193
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-53,013
2194
– –
0
2195
– –
-1,142
2196
– –
-3,717
2197
– –
-18
2198
$0 ﹤0.01%
27
2199
– –
-366
2200
– –
-1,056
85 86 87
88
89