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
1826
$2K ﹤0.01%
+19
1827
$2K ﹤0.01%
+16
1828
$2K ﹤0.01%
+5
1829
$2K ﹤0.01%
+24
1830
$2K ﹤0.01%
+22
1831
$2K ﹤0.01%
+59
1832
$2K ﹤0.01%
+130
1833
$2K ﹤0.01%
+333
1834
$2K ﹤0.01%
+200
1835
$2K ﹤0.01%
+1,000
1836
$2K ﹤0.01%
+17
1837
$2K ﹤0.01%
+2,394
1838
$2K ﹤0.01%
+100
1839
$2K ﹤0.01%
+35
1840
$2K ﹤0.01%
+1,700
1841
$2K ﹤0.01%
+143
1842
$2K ﹤0.01%
+39
1843
$2K ﹤0.01%
+100
1844
$2K ﹤0.01%
+55
1845
$1K ﹤0.01%
+10
1846
$1K ﹤0.01%
+16
1847
$1K ﹤0.01%
+20
1848
$1K ﹤0.01%
+35
1849
$1K ﹤0.01%
+32
1850
$1K ﹤0.01%
150
-118,394
72 73
74
75 76