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
1301
$31K ﹤0.01%
1,709
1302
$31K ﹤0.01%
1,189
1303
$30K ﹤0.01%
1,400
1304
$30K ﹤0.01%
1,236
1305
$30K ﹤0.01%
399
1306
$30K ﹤0.01%
+450
1307
$30K ﹤0.01%
+5,000
1308
$30K ﹤0.01%
1,000
1309
$30K ﹤0.01%
833
1310
$30K ﹤0.01%
657
-182
1311
$29K ﹤0.01%
644
1312
$29K ﹤0.01%
704
+15
1313
$29K ﹤0.01%
1,138
+30
1314
$29K ﹤0.01%
403
1315
$29K ﹤0.01%
895
-5,140
1316
$29K ﹤0.01%
1,000
1317
$28K ﹤0.01%
790
1318
$28K ﹤0.01%
1,000
1319
$28K ﹤0.01%
1,779
1320
$28K ﹤0.01%
1,750
1321
$28K ﹤0.01%
+108
1322
$28K ﹤0.01%
1,332
1323
$27K ﹤0.01%
300
1324
$27K ﹤0.01%
520
1325
$27K ﹤0.01%
250
-124,770
51 52
53
54 55