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
1751
$4K ﹤0.01%
+250
1752
$4K ﹤0.01%
+312
1753
$4K ﹤0.01%
+1,300
1754
$4K ﹤0.01%
+200
1755
$4K ﹤0.01%
+148
1756
$4K ﹤0.01%
+5,000
1757
$4K ﹤0.01%
+45
1758
$4K ﹤0.01%
+339
1759
$4K ﹤0.01%
+100
1760
$3K ﹤0.01%
+59
1761
$3K ﹤0.01%
+300
1762
$3K ﹤0.01%
+24
1763
$3K ﹤0.01%
+90
1764
$3K ﹤0.01%
+81
1765
$3K ﹤0.01%
+148
1766
$3K ﹤0.01%
+100
1767
$3K ﹤0.01%
+48
1768
$3K ﹤0.01%
+64
1769
$3K ﹤0.01%
+600
1770
$3K ﹤0.01%
+207
1771
$3K ﹤0.01%
+164
1772
$3K ﹤0.01%
+33
1773
$3K ﹤0.01%
+125
1774
$3K ﹤0.01%
+6
1775
$3K ﹤0.01%
+100
69 70
71
72 73