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
1751
$4K ﹤0.01%
270
1752
$4K ﹤0.01%
248
+163
1753
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80
1754
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1756
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1757
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1758
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1759
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+1
1760
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+75
1761
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82
-5,240
1762
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10
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75
1764
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100
1765
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+146
1766
$4K ﹤0.01%
21
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1767
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-30
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58
+7
1770
$4K ﹤0.01%
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1771
$4K ﹤0.01%
55
-66
1772
$4K ﹤0.01%
1,152
-515
1773
$4K ﹤0.01%
100
-130
1774
$4K ﹤0.01%
141
1775
$4K ﹤0.01%
56
-40
69 70
71
72 73