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
1776
$3K ﹤0.01%
+130
1777
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+90
1778
– –
0
1779
$3K ﹤0.01%
+250
1780
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+24
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1782
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1783
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1785
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+67
1787
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+600
1789
$3K ﹤0.01%
254
-499,746
1790
$3K ﹤0.01%
+109
1791
$3K ﹤0.01%
+100
1792
$3K ﹤0.01%
+697
1793
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+143
1794
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+131
1795
$3K ﹤0.01%
+22
1796
$3K ﹤0.01%
+500
1797
$3K ﹤0.01%
+32
1798
$3K ﹤0.01%
+100
1799
$3K ﹤0.01%
+74
1800
$3K ﹤0.01%
+131
70 71
72
73 74