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
2026
– –
-40
2027
– –
-823
2028
$0 ﹤0.01%
30
2029
– –
-10,200
2030
– –
-48
2031
– –
-25
2032
– –
-44,319
2033
– –
-650
2034
– –
-3,824
2035
– –
-31,480
2036
– –
-10
2037
– –
-17,041
2038
– –
0
2039
$0 ﹤0.01%
50
2040
– –
0
2041
$0 ﹤0.01%
54
2042
– –
-9
2043
$0 ﹤0.01%
9
2044
– –
-12,591
2045
– –
-2,200
2046
$0 ﹤0.01%
20
2047
– –
-2
2048
– –
-7
2049
– –
-37
2050
– –
-5,715
80 81
82
83 84