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
201
$21.4M 0.09%
362,018
-474,973
202
$21.1M 0.09%
3,570,400
203
$20.8M 0.08%
120,495
+9,651
204
$20.6M 0.08%
266,846
+30
205
$20.1M 0.08%
363,017
-18,037
206
$20.1M 0.08%
218,885
+19,947
207
$20M 0.08%
185,721
+35,581
208
$19.9M 0.08%
142,095
+816
209
$19.4M 0.08%
297,455
-39,960
210
$19.4M 0.08%
111,110
+1,158
211
$18.6M 0.08%
887,629
+219,479
212
$18.5M 0.08%
257,707
-21,770
213
$18.4M 0.07%
111,724
-4,408
214
$18.2M 0.07%
995,625
+12,765
215
$17.7M 0.07%
196,796
+4,397
216
$17.7M 0.07%
245,387
+78
217
$17.6M 0.07%
182,448
+856
218
$17.5M 0.07%
92,052
+2,065
219
$17.1M 0.07%
214,713
-1,230
220
$17M 0.07%
160,753
-1,400
221
$17M 0.07%
327,691
-1,824
222
$17M 0.07%
126,173
-220
223
$16.8M 0.07%
56,554
+470
224
$16.7M 0.07%
767,012
+11,228
225
$16.6M 0.07%
239,711
-5,763
7 8
9
10 11