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
$23.6B
AUM Growth
+$1.64B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,037
New
Increased
Reduced
Closed

Top Buys

1
+$255M
2
+$98.7M
3
+$89M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$88.6M
5
PAA icon
Plains All American Pipeline
PAA
+$77.1M

Top Sells

1
+$98.5M
2
+$77.3M
3
+$72.2M
4
WNRL
Western Refining Logistics, LP
WNRL
+$64.2M
5
WBA
Walgreens Boots Alliance
WBA
+$53.9M

Sector Composition

1 Technology 16.29%
2 Financials 14.54%
3 Energy 14.19%
4 Healthcare 13.3%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$165K ﹤0.01%
+3,596
952
$165K ﹤0.01%
+8,828
953
$164K ﹤0.01%
12,000
954
$163K ﹤0.01%
+6,965
955
$162K ﹤0.01%
+6,310
956
$162K ﹤0.01%
+5,189
957
$161K ﹤0.01%
2,507
-1,000
958
$161K ﹤0.01%
+738
959
$160K ﹤0.01%
+1,004
960
$160K ﹤0.01%
+6,140
961
$160K ﹤0.01%
+1,216
962
$158K ﹤0.01%
+1,630
963
$157K ﹤0.01%
+2,044
964
$156K ﹤0.01%
+968
965
$155K ﹤0.01%
2,000
-1,000
966
$154K ﹤0.01%
+600
967
$152K ﹤0.01%
9,800
-2,335
968
$152K ﹤0.01%
+3,626
969
$149K ﹤0.01%
+2,043
970
$149K ﹤0.01%
+2,251
971
$149K ﹤0.01%
+3,256
972
$145K ﹤0.01%
+4,008
973
$145K ﹤0.01%
+2,216
974
$144K ﹤0.01%
+3,478
975
$143K ﹤0.01%
6,952
-4,161
37 38
39
40 41