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
2051
– –
-353,323
2052
– –
-2,394
2053
– –
-1,216
2054
– –
-15,445
2055
– –
-802
2056
$0 ﹤0.01%
5
-1
2057
– –
-185,727
2058
– –
-214
2059
– –
-100
2060
– –
-16
2061
– –
-1,677,027
2062
– –
-35
2063
– –
-1
2064
– –
-25
2065
$0 ﹤0.01%
7
2066
$0 ﹤0.01%
120
2067
– –
-46,260
2068
$0 ﹤0.01%
50
2069
– –
-5,000
2070
– –
-55
2071
– –
-25
2072
$0 ﹤0.01%
5
+4
2073
– –
-713
2074
– –
-32
2075
– –
-45
81 82
83
84 85