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
1576
$10K ﹤0.01%
346
+55
1577
$10K ﹤0.01%
1,270
1578
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529
1579
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350
1580
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281
1581
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250
1582
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570
+470
1583
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1,000
1584
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+150
1585
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224
1586
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244
1587
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+125
1588
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250
1589
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+159
1590
$9K ﹤0.01%
250
1591
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86
+62
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116
1593
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+167
1594
$9K ﹤0.01%
337
-1,386
1595
$9K ﹤0.01%
110
1596
$9K ﹤0.01%
118
1597
$9K ﹤0.01%
1,485
-40,000
1598
$9K ﹤0.01%
776
-165
1599
$9K ﹤0.01%
+386
1600
$9K ﹤0.01%
345
62 63
64
65 66