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
1726
$4K ﹤0.01%
+178
1727
$4K ﹤0.01%
+20
1728
$4K ﹤0.01%
+295
1729
$4K ﹤0.01%
+40
1730
$4K ﹤0.01%
+100
1731
$4K ﹤0.01%
+429
1732
$4K ﹤0.01%
+1,000
1733
$4K ﹤0.01%
+156
1734
$4K ﹤0.01%
+225
1735
$4K ﹤0.01%
+119
1736
$4K ﹤0.01%
+72
1737
$4K ﹤0.01%
+350
1738
$4K ﹤0.01%
+142
1739
$4K ﹤0.01%
+100
1740
$4K ﹤0.01%
+47
1741
$4K ﹤0.01%
+80
1742
– –
-3
1743
$4K ﹤0.01%
+100
1744
$4K ﹤0.01%
+100
1745
$4K ﹤0.01%
+300
1746
$4K ﹤0.01%
+152
1747
$4K ﹤0.01%
+250
1748
$4K ﹤0.01%
+99
1749
$4K ﹤0.01%
+198
1750
$4K ﹤0.01%
13,518
68 69
70
71 72