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
2076
– –
-1,083
2077
– –
-300
2078
– –
-1,325
2079
– –
-450
2080
– –
-43,790
2081
– –
-1,000
2082
– –
-1,476
2083
– –
-34
2084
$0 ﹤0.01%
10
2085
– –
-6,965
2086
– –
-35
2087
$0 ﹤0.01%
+10
2088
– –
-1,158
2089
$0 ﹤0.01%
2
2090
– –
-11,045
2091
– –
-42,216
2092
$0 ﹤0.01%
200
2093
– –
-61
2094
– –
-18
2095
– –
-200
2096
– –
-4,040
2097
$0 ﹤0.01%
1
2098
– –
-1,920
2099
– –
-19
2100
$0 ﹤0.01%
10
82 83
84
85 86