CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$815M 3.32%
9,584,260
-324,900
2
$661M 2.7%
14,283,036
+118,616
3
$646M 2.63%
6,546,262
+47,830
4
$487M 1.99%
17,618,262
-1,209,791
5
$448M 1.83%
4,304,220
-24,543
6
$415M 1.69%
7,447,580
+104,180
7
$399M 1.63%
9,835,642
+1,653,770
8
$353M 1.44%
18,523,471
-2,436,020
9
$346M 1.41%
2,611,432
+37,070
10
$328M 1.34%
2,276,216
+245,035
11
$308M 1.26%
1,566,486
+7,724
12
$307M 1.25%
1,572,088
-137,198
13
$263M 1.07%
15,254,070
-2,130,886
14
$258M 1.05%
12,717,969
+655,403
15
$253M 1.03%
1,029,401
+23,276
16
$244M 0.99%
2,008,026
-11,385
17
$222M 0.9%
908,959
-105,563
18
$220M 0.9%
5,122,397
-743,646
19
$217M 0.89%
2,481,498
+37,403
20
$213M 0.87%
3,841,937
+544,392
21
$210M 0.86%
8,901,287
-411,171
22
$207M 0.84%
1,496,244
+165,815
23
$202M 0.82%
2,567,144
+383,164
24
$199M 0.81%
3,530,180
-54,520
25
$194M 0.79%
2,815,294
-1,426
1
2 3 4 5