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
2176
– –
-1,500
2177
– –
-20
2178
$0 ﹤0.01%
5
2179
– –
-60
2180
– –
-76
2181
– –
-9,362
2182
– –
-265
2183
– –
-81
2184
– –
-55
2185
– –
-39
2186
– –
-5,520
2187
– –
-43
2188
– –
0
2189
– –
-615
2190
– –
0
2191
– –
-2,000
2192
– –
0
2193
– –
-125
2194
– –
-83,216
2195
$0 ﹤0.01%
3
2196
– –
-448
2197
– –
-53,013
2198
– –
0
2199
– –
-1,142
2200
– –
-3,717
85 86 87
88
89