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
1601
$9K ﹤0.01%
234
1602
$9K ﹤0.01%
286
1603
$9K ﹤0.01%
231
1604
$9K ﹤0.01%
200
1605
$9K ﹤0.01%
600
1606
$9K ﹤0.01%
180
-80
1607
$9K ﹤0.01%
2,000
1608
$9K ﹤0.01%
300
-70
1609
$9K ﹤0.01%
+200
1610
$8K ﹤0.01%
132
+46
1611
$8K ﹤0.01%
235
-14,210
1612
$8K ﹤0.01%
190
1613
$8K ﹤0.01%
+500
1614
$8K ﹤0.01%
129
+61
1615
$8K ﹤0.01%
+200
1616
$8K ﹤0.01%
+321
1617
$8K ﹤0.01%
+267
1618
$8K ﹤0.01%
351
-1,159
1619
$8K ﹤0.01%
22
1620
$8K ﹤0.01%
225
1621
$8K ﹤0.01%
26
+20
1622
$8K ﹤0.01%
+172
1623
$8K ﹤0.01%
100
1624
$8K ﹤0.01%
+300
1625
$8K ﹤0.01%
+170
63 64
65
66 67