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
1976
– –
-36
1977
– –
-415
1978
– –
-15
1979
$0 ﹤0.01%
4
1980
– –
-1,000
1981
– –
0
1982
– –
-45
1983
– –
-231
1984
– –
-21,272
1985
$0 ﹤0.01%
3
1986
– –
-703,917
1987
– –
-19,697
1988
– –
-41
1989
– –
-25
1990
– –
-159
1991
$0 ﹤0.01%
100
-500
1992
– –
-332,389
1993
$0 ﹤0.01%
200
1994
– –
-126
1995
– –
-4,540
1996
– –
-300,000
1997
$0 ﹤0.01%
20
1998
– –
-100
1999
– –
-400
2000
– –
-2,000
78 79
80
81 82