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
2101
– –
-125
2102
– –
-56
2103
– –
-24
2104
– –
-5
2105
– –
-6
2106
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-109
2107
– –
-35,225
2108
– –
-1,609
2109
$0 ﹤0.01%
14
2110
– –
-70
2111
– –
-26
2112
– –
-700
2113
$0 ﹤0.01%
8
2114
$0 ﹤0.01%
125
2115
– –
-5,200
2116
– –
-11,197
2117
$0 ﹤0.01%
9
2118
$0 ﹤0.01%
18
-851
2119
$0 ﹤0.01%
23
2120
– –
-200
2121
– –
-38
2122
– –
-2,993
2123
– –
-272
2124
– –
-550
2125
$0 ﹤0.01%
2
83 84
85
86 87