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
1126
$61K ﹤0.01%
+1,356
1127
$61K ﹤0.01%
10,865
1128
$60K ﹤0.01%
+1,885
1129
$60K ﹤0.01%
+1,000
1130
$60K ﹤0.01%
+1,122
1131
$59K ﹤0.01%
+863
1132
$59K ﹤0.01%
+1,480
1133
$59K ﹤0.01%
+800
1134
$59K ﹤0.01%
+891
1135
$59K ﹤0.01%
+5,230
1136
$59K ﹤0.01%
+1,850
1137
$58K ﹤0.01%
+993
1138
$58K ﹤0.01%
+720
1139
$58K ﹤0.01%
+6,195
1140
$58K ﹤0.01%
+1,200
1141
$58K ﹤0.01%
+1,616
1142
$58K ﹤0.01%
+3,000
1143
$58K ﹤0.01%
+500
1144
$58K ﹤0.01%
734
-14,365
1145
$58K ﹤0.01%
+3,400
1146
$57K ﹤0.01%
+4,000
1147
$57K ﹤0.01%
+1,280
1148
$57K ﹤0.01%
+1,116
1149
$57K ﹤0.01%
+1,198
1150
$57K ﹤0.01%
382
-11,352