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
1951
– –
-270
1952
– –
-2,439
1953
– –
-21
1954
– –
-5
1955
– –
0
1956
$0 ﹤0.01%
5
1957
– –
-229
1958
– –
-1,000
1959
– –
-10,379
1960
– –
-43
1961
– –
-31
1962
– –
-119
1963
– –
-31
1964
– –
-333
1965
– –
-59
1966
– –
-764
1967
– –
-1,000
1968
– –
-239
1969
– –
-222
1970
– –
-3,970
1971
– –
-26
1972
– –
-73
1973
$0 ﹤0.01%
2
1974
– –
-198
1975
– –
-42
77 78
79
80 81