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
1826
$3K ﹤0.01%
472
+10
1827
$3K ﹤0.01%
148
1828
– –
0
1829
$3K ﹤0.01%
100
1830
$3K ﹤0.01%
100
1831
$3K ﹤0.01%
100
1832
$3K ﹤0.01%
50
1833
$3K ﹤0.01%
315
+164
1834
$3K ﹤0.01%
+493
1835
$3K ﹤0.01%
100
1836
$3K ﹤0.01%
+91
1837
$3K ﹤0.01%
+13
1838
$3K ﹤0.01%
200
1839
$3K ﹤0.01%
+1,000
1840
$3K ﹤0.01%
200
-1,394
1841
$3K ﹤0.01%
345
1842
$3K ﹤0.01%
79
-53,075
1843
$2K ﹤0.01%
5
1844
$2K ﹤0.01%
130
1845
$2K ﹤0.01%
200
-611,332
1846
$2K ﹤0.01%
100
1847
$2K ﹤0.01%
440
1848
$2K ﹤0.01%
40
1849
$2K ﹤0.01%
150
1850
$2K ﹤0.01%
310
-418
72 73
74
75 76