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
– –
-31,480
2027
– –
-10
2028
– –
-17,041
2029
– –
0
2030
$0 ﹤0.01%
50
2031
– –
0
2032
$0 ﹤0.01%
54
2033
– –
-9
2034
$0 ﹤0.01%
9
2035
– –
-12,591
2036
– –
-2,200
2037
$0 ﹤0.01%
20
2038
– –
-2
2039
– –
-7
2040
– –
-37
2041
– –
-231
2042
– –
-25
2043
– –
-159
2044
$0 ﹤0.01%
100
-500
2045
– –
-332,389
2046
$0 ﹤0.01%
200
2047
– –
-126
2048
– –
-4,540
2049
– –
-300,000
2050
$0 ﹤0.01%
20
80 81
82
83 84