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
$0 ﹤0.01%
27
2127
– –
-366
2128
– –
-21,272
2129
$0 ﹤0.01%
3
2130
– –
-703,917
2131
– –
-19,697
2132
– –
-41
2133
– –
-1,056
2134
– –
-19
2135
– –
-5,715
2136
– –
-15,445
2137
– –
-802
2138
$0 ﹤0.01%
5
-1
2139
– –
-185,727
2140
– –
-214
2141
– –
-100
2142
– –
-16
2143
– –
-1,677,027
2144
– –
-35
2145
– –
-1
2146
$0 ﹤0.01%
6
2147
– –
-66
2148
$0 ﹤0.01%
1
2149
– –
-5,133
2150
– –
-102
84 85
86
87 88