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
1926
$1K ﹤0.01%
375
1927
$1K ﹤0.01%
12
+6
1928
$1K ﹤0.01%
9
1929
$1K ﹤0.01%
144
-112,100
1930
$1K ﹤0.01%
39
1931
$1K ﹤0.01%
110
1932
$1K ﹤0.01%
59
-23
1933
$1K ﹤0.01%
10
1934
$1K ﹤0.01%
20
-4,265
1935
$1K ﹤0.01%
600
1936
$1K ﹤0.01%
3,362
1937
$1K ﹤0.01%
1,250
1938
$1K ﹤0.01%
100
1939
$1K ﹤0.01%
55
-19
1940
$1K ﹤0.01%
12
+6
1941
$1K ﹤0.01%
40
1942
$0 ﹤0.01%
18
1943
– –
-43
1944
$0 ﹤0.01%
88
1945
– –
-4,384
1946
$0 ﹤0.01%
6
1947
– –
-66
1948
$0 ﹤0.01%
1
1949
– –
-5,133
1950
– –
-102
76 77
78
79 80