CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
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
+$93.1M
2
+$74.4M
3
+$62.9M
4
CVS icon
CVS Health
CVS
+$53.3M
5
DD icon
DuPont de Nemours
DD
+$50.6M

Top Sells

1
+$95.9M
2
+$77.9M
3
+$61.8M
4
ALGN icon
Align Technology
ALGN
+$54.1M
5
ETP
Energy Transfer Partners, L.P.
ETP
+$44.8M

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
1176
$48K ﹤0.01%
1,341
+332
1177
$48K ﹤0.01%
766
-1,459
1178
$48K ﹤0.01%
646
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1179
$48K ﹤0.01%
4,000
1180
$48K ﹤0.01%
1,873
1181
$47K ﹤0.01%
900
+73
1182
$47K ﹤0.01%
928
-11,830
1183
$47K ﹤0.01%
4,665
1184
$47K ﹤0.01%
3,200
+1,750
1185
$47K ﹤0.01%
276
-40
1186
$47K ﹤0.01%
10,865
1187
$46K ﹤0.01%
2,135
-35
1188
$46K ﹤0.01%
720
1189
$46K ﹤0.01%
466
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1190
$46K ﹤0.01%
204
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1191
$46K ﹤0.01%
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1192
$46K ﹤0.01%
1,066
1193
$46K ﹤0.01%
820
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1194
$45K ﹤0.01%
472
1195
$45K ﹤0.01%
+856
1196
$44K ﹤0.01%
254
+19
1197
$44K ﹤0.01%
5,000
+2,000
1198
$44K ﹤0.01%
828
1199
$44K ﹤0.01%
1,260
1200
$44K ﹤0.01%
935
46 47
48
49 50