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
1351
$26K ﹤0.01%
+600
1352
$26K ﹤0.01%
+1,421
1353
$26K ﹤0.01%
+125
1354
$26K ﹤0.01%
+1,000
1355
$26K ﹤0.01%
+1,189
1356
$26K ﹤0.01%
+447
1357
$25K ﹤0.01%
+280
1358
$25K ﹤0.01%
+1,200
1359
$25K ﹤0.01%
1,178
-63,278
1360
$25K ﹤0.01%
+276
1361
$25K ﹤0.01%
+5,000
1362
$25K ﹤0.01%
+1,050
1363
$25K ﹤0.01%
+295
1364
$24K ﹤0.01%
+932
1365
$24K ﹤0.01%
+239
1366
$24K ﹤0.01%
+500
1367
$24K ﹤0.01%
+522
1368
$24K ﹤0.01%
+266
1369
$24K ﹤0.01%
+2,650
1370
$24K ﹤0.01%
+800
1371
$24K ﹤0.01%
+352
1372
$24K ﹤0.01%
+1,709
1373
$24K ﹤0.01%
+3,242
1374
$24K ﹤0.01%
+650
1375
$23K ﹤0.01%
+1,150
53 54
55
56 57