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
1451
$16K ﹤0.01%
+275
1452
$16K ﹤0.01%
+300
1453
$16K ﹤0.01%
+2,683
1454
$16K ﹤0.01%
+7,335
1455
$16K ﹤0.01%
+779
1456
$15K ﹤0.01%
+343
1457
$15K ﹤0.01%
+200
1458
$15K ﹤0.01%
+510
1459
$15K ﹤0.01%
+546
1460
$15K ﹤0.01%
+357
1461
$15K ﹤0.01%
+150
1462
$15K ﹤0.01%
+500
1463
$15K ﹤0.01%
175
-14,740
1464
$15K ﹤0.01%
+250
1465
$15K ﹤0.01%
+15,000
1466
$15K ﹤0.01%
+1,000
1467
$15K ﹤0.01%
545
-40,960
1468
$14K ﹤0.01%
+100
1469
$14K ﹤0.01%
+490
1470
$14K ﹤0.01%
+18
1471
$14K ﹤0.01%
+500
1472
$14K ﹤0.01%
+70
1473
$14K ﹤0.01%
+1,420
1474
$14K ﹤0.01%
+7
1475
$14K ﹤0.01%
+300
57 58
59
60 61