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
1276
$33K ﹤0.01%
505
-117
1277
$33K ﹤0.01%
+1,083
1278
$33K ﹤0.01%
251
1279
$33K ﹤0.01%
2,000
1280
$33K ﹤0.01%
447
1281
$32K ﹤0.01%
+1,000
1282
$32K ﹤0.01%
1,570
1283
$32K ﹤0.01%
3,052
-26,583
1284
$32K ﹤0.01%
576
-190
1285
$32K ﹤0.01%
351
+73
1286
$32K ﹤0.01%
450
1287
$32K ﹤0.01%
1,150
1288
$32K ﹤0.01%
225
1289
$32K ﹤0.01%
1,400
1290
$32K ﹤0.01%
460
-124
1291
$32K ﹤0.01%
1,372
1292
$31K ﹤0.01%
666
-13,998
1293
$31K ﹤0.01%
1,575
1294
$31K ﹤0.01%
2,417
+1,461
1295
$31K ﹤0.01%
950
-550
1296
$31K ﹤0.01%
+468
1297
$31K ﹤0.01%
+1,000
1298
$31K ﹤0.01%
1,300
1299
$31K ﹤0.01%
512
+206
1300
$31K ﹤0.01%
1,632
-86,701