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
1551
$10K ﹤0.01%
+1,300
1552
$10K ﹤0.01%
+458
1553
$10K ﹤0.01%
+500
1554
$10K ﹤0.01%
+1,000
1555
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+614
1556
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+251
1557
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+200
1558
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+350
1559
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+112
1560
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+200
1561
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+200
1562
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+300
1563
$9K ﹤0.01%
+59
1564
$9K ﹤0.01%
+200
1565
$9K ﹤0.01%
+207
1566
$9K ﹤0.01%
+120
1567
$9K ﹤0.01%
+446
1568
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+673
1569
$9K ﹤0.01%
+800
1570
$9K ﹤0.01%
+500
1571
$9K ﹤0.01%
+700
1572
$9K ﹤0.01%
195
-15,500
1573
$9K ﹤0.01%
+260
1574
$9K ﹤0.01%
+130
1575
$9K ﹤0.01%
+125
61 62
63
64 65