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
1726
$5K ﹤0.01%
173
1727
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100
1728
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101
-999
1729
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1730
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93
-4
1731
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1732
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1733
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1734
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11
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1735
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1736
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1737
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40
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1738
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35
-28
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269
+39
1740
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126
1741
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167
+22
1742
$5K ﹤0.01%
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1743
$5K ﹤0.01%
19,205
1744
$5K ﹤0.01%
1,457
+760
1745
$5K ﹤0.01%
+137
1746
$5K ﹤0.01%
+30
1747
$5K ﹤0.01%
+119
1748
$5K ﹤0.01%
60
1749
$5K ﹤0.01%
+144
1750
$4K ﹤0.01%
+29
68 69
70
71 72