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
1201
$48K ﹤0.01%
+1,409
1202
$48K ﹤0.01%
+2,436
1203
$48K ﹤0.01%
+703
1204
$48K ﹤0.01%
+1,873
1205
$48K ﹤0.01%
+4,160
1206
$47K ﹤0.01%
+96
1207
$47K ﹤0.01%
+278
1208
$46K ﹤0.01%
+455
1209
$46K ﹤0.01%
+350
1210
$46K ﹤0.01%
+463
1211
$46K ﹤0.01%
+1,030
1212
$46K ﹤0.01%
+560
1213
$46K ﹤0.01%
+355
1214
$45K ﹤0.01%
+400
1215
$45K ﹤0.01%
+828
1216
$44K ﹤0.01%
+2,000
1217
$44K ﹤0.01%
+835
1218
$44K ﹤0.01%
+2,349
1219
$43K ﹤0.01%
+928
1220
$43K ﹤0.01%
+658
1221
$43K ﹤0.01%
+1,144
1222
$43K ﹤0.01%
+1,000
1223
$43K ﹤0.01%
+2,800
1224
$42K ﹤0.01%
+1,627
1225
$42K ﹤0.01%
4,910
47 48
49
50 51