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
1701
$5K ﹤0.01%
+89
1702
$5K ﹤0.01%
+184
1703
$5K ﹤0.01%
+100
1704
$5K ﹤0.01%
+1,204
1705
$5K ﹤0.01%
+252
1706
$5K ﹤0.01%
+165
1707
$5K ﹤0.01%
+226
1708
$5K ﹤0.01%
+75
1709
$5K ﹤0.01%
60
-12,600
1710
$5K ﹤0.01%
+3,362
1711
$5K ﹤0.01%
+51
1712
$4K ﹤0.01%
+102
1713
$4K ﹤0.01%
+2,000
1714
$4K ﹤0.01%
+146
1715
$4K ﹤0.01%
+100
1716
$4K ﹤0.01%
+3
1717
$4K ﹤0.01%
+500
1718
$4K ﹤0.01%
+201
1719
$4K ﹤0.01%
+83
1720
$4K ﹤0.01%
+75
1721
$4K ﹤0.01%
+100
1722
$4K ﹤0.01%
+105
1723
$4K ﹤0.01%
+182
1724
$4K ﹤0.01%
+505
1725
$4K ﹤0.01%
+116
67 68
69
70 71