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
1251
$35K ﹤0.01%
2,000
1252
$35K ﹤0.01%
497
-22,539
1253
$35K ﹤0.01%
1,004
+1,000
1254
$35K ﹤0.01%
157
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1255
$35K ﹤0.01%
1,666
1256
$35K ﹤0.01%
2,250
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1257
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400
1258
$35K ﹤0.01%
+1,420
1259
$34K ﹤0.01%
1,150
1260
$34K ﹤0.01%
785
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1261
$34K ﹤0.01%
485
1262
$34K ﹤0.01%
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-340
1263
$34K ﹤0.01%
4,900
1264
$34K ﹤0.01%
2,000
1265
$34K ﹤0.01%
600
1266
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800
1267
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1,914
1268
$34K ﹤0.01%
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1269
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500
1270
$34K ﹤0.01%
1,133
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1271
$34K ﹤0.01%
280
+40
1272
$33K ﹤0.01%
4,300
1273
$33K ﹤0.01%
404
-12,969
1274
$33K ﹤0.01%
1,000
1275
$33K ﹤0.01%
+576
49 50
51
52 53