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
1251
$37K ﹤0.01%
+871
1252
$37K ﹤0.01%
+1,570
1253
$37K ﹤0.01%
+1,424
1254
$37K ﹤0.01%
+915
1255
$36K ﹤0.01%
+855
1256
$36K ﹤0.01%
+485
1257
$36K ﹤0.01%
+374
1258
$36K ﹤0.01%
+1,666
1259
$35K ﹤0.01%
+198
1260
$35K ﹤0.01%
+500
1261
$35K ﹤0.01%
+738
1262
$35K ﹤0.01%
+4,350
1263
$35K ﹤0.01%
+690
1264
$35K ﹤0.01%
+372
1265
$35K ﹤0.01%
+331
1266
$35K ﹤0.01%
+500
1267
$35K ﹤0.01%
+600
1268
$35K ﹤0.01%
+949
1269
$35K ﹤0.01%
+300
1270
$35K ﹤0.01%
+940
1271
$35K ﹤0.01%
+1,779
1272
$35K ﹤0.01%
+783
1273
$35K ﹤0.01%
+1,756
1274
$35K ﹤0.01%
+5,861
1275
$35K ﹤0.01%
+864
49 50
51
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