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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
– –
-23,126
2127
– –
-300
2128
– –
-1,798
2129
– –
0
2130
– –
-5
2131
– –
-446
2132
– –
-112
2133
– –
-30
2134
– –
-2,000
2135
$0 ﹤0.01%
+1
2136
– –
-5
2137
$0 ﹤0.01%
10
2138
– –
-6,965
2139
– –
-1,000
2140
– –
-35
2141
– –
-20,000
2142
– –
-15
2143
– –
-12,209
2144
– –
-400
2145
– –
-16,425
2146
$0 ﹤0.01%
10
2147
– –
-32
2148
– –
-186
2149
– –
-12
2150
– –
-200
84 85
86
87 88