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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
-25
1952
-448
1953
-53,013
1954
0
1955
-1,142
1956
-3,717
1957
-18
1958
$0 ﹤0.01%
27
1959
-366
1960
-1,056
1961
-19
1962
$0 ﹤0.01%
7
1963
$0 ﹤0.01%
1
1964
$0 ﹤0.01%
12
1965
-40
1966
-823
1967
$0 ﹤0.01%
30
1968
-10,200
1969
-48
1970
-25
1971
-650
1972
-3,824
1973
-31,480
1974
-10
1975
-17,041