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
1501
$13K ﹤0.01%
25,000
1502
$13K ﹤0.01%
1,032
1503
$13K ﹤0.01%
362
1504
$13K ﹤0.01%
+141
1505
$13K ﹤0.01%
150
1506
$13K ﹤0.01%
262
1507
$13K ﹤0.01%
704
+3
1508
$13K ﹤0.01%
117
+11
1509
$13K ﹤0.01%
7,335
1510
$12K ﹤0.01%
221
1511
$12K ﹤0.01%
1,000
-53,500
1512
$12K ﹤0.01%
505
1513
$12K ﹤0.01%
132
+64
1514
$12K ﹤0.01%
+310
1515
$12K ﹤0.01%
276
+5
1516
$12K ﹤0.01%
225
-610
1517
$12K ﹤0.01%
430
-8
1518
$12K ﹤0.01%
510
-26
1519
$12K ﹤0.01%
+4
1520
$12K ﹤0.01%
480
1521
$12K ﹤0.01%
349
-35
1522
$12K ﹤0.01%
578
+140
1523
$12K ﹤0.01%
+480
1524
$12K ﹤0.01%
260
1525
$12K ﹤0.01%
130
59 60
61
62 63