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
1876
$2K ﹤0.01%
165
1877
$2K ﹤0.01%
2,600
1878
$2K ﹤0.01%
300
-16,795
1879
$2K ﹤0.01%
36
-203
1880
$1K ﹤0.01%
22
1881
$1K ﹤0.01%
16
-3
1882
$1K ﹤0.01%
35
-5,040
1883
$1K ﹤0.01%
+25
1884
$1K ﹤0.01%
37
1885
$1K ﹤0.01%
26
1886
$1K ﹤0.01%
100
1887
$1K ﹤0.01%
74
1888
$1K ﹤0.01%
+18
1889
$1K ﹤0.01%
50
-55
1890
$1K ﹤0.01%
+19
1891
$1K ﹤0.01%
30
+4
1892
$1K ﹤0.01%
70
1893
$1K ﹤0.01%
105
-25
1894
$1K ﹤0.01%
1
-5
1895
$1K ﹤0.01%
12
-16
1896
$1K ﹤0.01%
10
1897
$1K ﹤0.01%
19
-5
1898
$1K ﹤0.01%
35
1899
$1K ﹤0.01%
688
1900
$1K ﹤0.01%
50
74 75
76
77 78