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
1801
$2K ﹤0.01%
+75
1802
$2K ﹤0.01%
+440
1803
$2K ﹤0.01%
+450
1804
$2K ﹤0.01%
+56
1805
$2K ﹤0.01%
+9
1806
$2K ﹤0.01%
+100
1807
$2K ﹤0.01%
+100
1808
$2K ﹤0.01%
+530
1809
$2K ﹤0.01%
+9
1810
$2K ﹤0.01%
+100
1811
$2K ﹤0.01%
+80
1812
$2K ﹤0.01%
+100
1813
$2K ﹤0.01%
+100
1814
$2K ﹤0.01%
+24
1815
$2K ﹤0.01%
+223
1816
$2K ﹤0.01%
+14
1817
$2K ﹤0.01%
+47
1818
$2K ﹤0.01%
+25
1819
$2K ﹤0.01%
+59
1820
$2K ﹤0.01%
+80
1821
$2K ﹤0.01%
+30
1822
$2K ﹤0.01%
+95
1823
$2K ﹤0.01%
+50
1824
$2K ﹤0.01%
+140
1825
$2K ﹤0.01%
+30
71 72
73
74 75