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
2001
– –
0
2002
– –
-2,000
2003
– –
0
2004
– –
-125
2005
– –
-83,216
2006
$0 ﹤0.01%
7
2007
– –
-1,818
2008
– –
-839
2009
– –
-18,000
2010
– –
-41,644
2011
– –
-29
2012
– –
-10
2013
– –
-6,195
2014
– –
-61
2015
$0 ﹤0.01%
1
2016
$0 ﹤0.01%
12
2017
– –
-40
2018
– –
-823
2019
$0 ﹤0.01%
30
2020
– –
-10,200
2021
– –
-48
2022
– –
-25
2023
– –
-44,319
2024
– –
-650
2025
– –
-3,824
79 80
81
82 83