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
1626
$8K ﹤0.01%
614
1627
$8K ﹤0.01%
690
+5
1628
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350
1629
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462
-150
1630
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102
1631
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55
1632
$8K ﹤0.01%
+1,527
1633
$8K ﹤0.01%
100
1634
$8K ﹤0.01%
100
1635
$8K ﹤0.01%
2,450
1636
$8K ﹤0.01%
+85
1637
$7K ﹤0.01%
302
-71
1638
$7K ﹤0.01%
200
1639
$7K ﹤0.01%
200
1640
$7K ﹤0.01%
266
1641
$7K ﹤0.01%
500
1642
$7K ﹤0.01%
+6,000
1643
$7K ﹤0.01%
150
1644
$7K ﹤0.01%
57
+45
1645
$7K ﹤0.01%
+65
1646
$7K ﹤0.01%
99
1647
$7K ﹤0.01%
193
-15,805
1648
$7K ﹤0.01%
100
-300
1649
$7K ﹤0.01%
332
+166
1650
$7K ﹤0.01%
+600
64 65
66
67 68