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
1501
$12K ﹤0.01%
+500
1502
$12K ﹤0.01%
+900
1503
$12K ﹤0.01%
+2,000
1504
$12K ﹤0.01%
+600
1505
$12K ﹤0.01%
+150
1506
$12K ﹤0.01%
+271
1507
$12K ﹤0.01%
+333
1508
$12K ﹤0.01%
+200
1509
$12K ﹤0.01%
+430
1510
$12K ﹤0.01%
+3,000
1511
$12K ﹤0.01%
+250
1512
$12K ﹤0.01%
+480
1513
$12K ﹤0.01%
+120
1514
$12K ﹤0.01%
+200
1515
$11K ﹤0.01%
+125
1516
$11K ﹤0.01%
+760
1517
$11K ﹤0.01%
+590
1518
$11K ﹤0.01%
+416
1519
$11K ﹤0.01%
+553
1520
$11K ﹤0.01%
+800
1521
$11K ﹤0.01%
+500
1522
$11K ﹤0.01%
+200
1523
$11K ﹤0.01%
+1,286
1524
$11K ﹤0.01%
+250
1525
$11K ﹤0.01%
+681
59 60
61
62 63