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
1226
$41K ﹤0.01%
+683
1227
$41K ﹤0.01%
432
-13,262
1228
$41K ﹤0.01%
+4,900
1229
$41K ﹤0.01%
+1,135
1230
$41K ﹤0.01%
+2,289
1231
$41K ﹤0.01%
+1,066
1232
$40K ﹤0.01%
+800
1233
$40K ﹤0.01%
+1,100
1234
$40K ﹤0.01%
+780
1235
$40K ﹤0.01%
+835
1236
$40K ﹤0.01%
+2,845
1237
$40K ﹤0.01%
+435
1238
$40K ﹤0.01%
+129
1239
$40K ﹤0.01%
+1,865
1240
$40K ﹤0.01%
+350
1241
$40K ﹤0.01%
+5,000
1242
$39K ﹤0.01%
+1,255
1243
$39K ﹤0.01%
+1,515
1244
$39K ﹤0.01%
+975
1245
$39K ﹤0.01%
+501
1246
$39K ﹤0.01%
+600
1247
$38K ﹤0.01%
+597
1248
$38K ﹤0.01%
+593
1249
$38K ﹤0.01%
+730
1250
$37K ﹤0.01%
+1,000
48 49
50
51 52