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
1326
$27K ﹤0.01%
1,800
+100
1327
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750
1328
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226
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301
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449
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+900
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1,000
1334
$27K ﹤0.01%
+2,178
1335
$27K ﹤0.01%
1,755
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1336
$26K ﹤0.01%
562
1337
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600
1338
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450
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1339
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1,281
-963
1340
$26K ﹤0.01%
2,201
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1341
$26K ﹤0.01%
950
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1342
$26K ﹤0.01%
3,242
1343
$26K ﹤0.01%
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1344
$26K ﹤0.01%
2,986
1345
$25K ﹤0.01%
1,190
-250
1346
$25K ﹤0.01%
+833
1347
$25K ﹤0.01%
1,421
1348
$25K ﹤0.01%
+770
1349
$25K ﹤0.01%
700
1350
$24K ﹤0.01%
900
-36