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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
2001
– –
-1,000
2002
– –
-4,040
2003
– –
-1,216
2004
$0 ﹤0.01%
5
-1
2005
– –
-185,727
2006
– –
-214
2007
– –
-100
2008
– –
-16
2009
– –
-1,677,027
2010
– –
-35
2011
– –
-1
2012
$0 ﹤0.01%
5
+4
2013
– –
-713
2014
– –
-32
2015
– –
-45
2016
– –
-1,083
2017
– –
-300
2018
– –
-1,325
2019
– –
-450
2020
– –
-43,790
2021
$0 ﹤0.01%
18
2022
– –
-43
2023
$0 ﹤0.01%
88
2024
– –
-4,384
2025
– –
-9,362
79 80
81
82 83