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
1601
$8K ﹤0.01%
147
-21,360
1602
$8K ﹤0.01%
+153
1603
$8K ﹤0.01%
+448
1604
$8K ﹤0.01%
+462
1605
$8K ﹤0.01%
+102
1606
$8K ﹤0.01%
+197
1607
$8K ﹤0.01%
+240
1608
$8K ﹤0.01%
+231
1609
$8K ﹤0.01%
+333
1610
$8K ﹤0.01%
+2,450
1611
$8K ﹤0.01%
+125
1612
$8K ﹤0.01%
+330
1613
$8K ﹤0.01%
+172
1614
$8K ﹤0.01%
126
+1
1615
$7K ﹤0.01%
+291
1616
$7K ﹤0.01%
+302
1617
$7K ﹤0.01%
+700
1618
$7K ﹤0.01%
+275
1619
$7K ﹤0.01%
+150
1620
$7K ﹤0.01%
+59
1621
$7K ﹤0.01%
+99
1622
$7K ﹤0.01%
+300
1623
$7K ﹤0.01%
+193
1624
$7K ﹤0.01%
+88
1625
$7K ﹤0.01%
+441