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
2126
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-12
2127
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2128
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2129
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-10
2130
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0
2131
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2132
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-200
2133
$0 ﹤0.01%
26
2134
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2135
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2
2136
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1
2137
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-3,071
2138
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-224
2139
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0
2140
$0 ﹤0.01%
10
2141
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-1
2142
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-4,120
2143
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-78
2144
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-17,593
2145
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-2,375
2146
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-42
2147
– –
-12,500
2148
$0 ﹤0.01%
100
2149
– –
-23,126
2150
– –
-300
84 85
86
87 88