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
– –
-100
2052
– –
-400
2053
– –
-2,000
2054
– –
-4,395
2055
$0 ﹤0.01%
24
2056
– –
0
2057
– –
-12
2058
– –
-3,496
2059
– –
-27
2060
$0 ﹤0.01%
5
2061
– –
-33
2062
$0 ﹤0.01%
700
2063
$0 ﹤0.01%
11
2064
– –
-9,465
2065
– –
-232,627
2066
– –
-466,257
2067
– –
-353,323
2068
– –
-2,394
2069
– –
-1,216
2070
– –
-25
2071
$0 ﹤0.01%
7
2072
$0 ﹤0.01%
120
2073
– –
-46,260
2074
$0 ﹤0.01%
50
2075
– –
-5,000
81 82
83
84 85