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
– –
-200
2102
– –
-70
2103
$0 ﹤0.01%
3
2104
– –
0
2105
– –
-5
2106
– –
-153
2107
– –
-1,500
2108
– –
-20
2109
$0 ﹤0.01%
5
2110
– –
-60
2111
– –
-76
2112
– –
-9,362
2113
– –
-265
2114
– –
-81
2115
– –
-55
2116
– –
-39
2117
$0 ﹤0.01%
18
2118
– –
-284
2119
$0 ﹤0.01%
3
2120
– –
-448
2121
– –
-53,013
2122
– –
0
2123
– –
-1,142
2124
– –
-3,717
2125
– –
-18
83 84
85
86 87