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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
2026
– –
-265
2027
$0 ﹤0.01%
200
2028
– –
-81
2029
– –
-55
2030
– –
-39
2031
– –
-5,520
2032
– –
-43
2033
– –
-1,818
2034
– –
-839
2035
– –
-18,000
2036
– –
-41,644
2037
– –
-29
2038
– –
-10
2039
– –
-6,195
2040
– –
-61
2041
– –
-2,200
2042
$0 ﹤0.01%
20
2043
– –
-2
2044
– –
-7
2045
– –
-37
2046
– –
-231
2047
– –
-21,272
2048
$0 ﹤0.01%
3
2049
– –
-703,917
2050
– –
-12
80 81
82
83 84