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
1901
$1K ﹤0.01%
+9
1902
$1K ﹤0.01%
+1,000
1903
$1K ﹤0.01%
+39
1904
$1K ﹤0.01%
+27
1905
$1K ﹤0.01%
+110
1906
$1K ﹤0.01%
+700
1907
$1K ﹤0.01%
+82
1908
$1K ﹤0.01%
+160
1909
$1K ﹤0.01%
+200
1910
$1K ﹤0.01%
+10
1911
$1K ﹤0.01%
+26
1912
$1K ﹤0.01%
+600
1913
$1K ﹤0.01%
+43
1914
$1K ﹤0.01%
+88
1915
$1K ﹤0.01%
+58
1916
– –
0
1917
– –
-7,498
1918
– –
-15,195
1919
$0 ﹤0.01%
+8
1920
$0 ﹤0.01%
+10
1921
– –
-466,136
1922
– –
-10,000
1923
$0 ﹤0.01%
+8
1924
$0 ﹤0.01%
+125
1925
$0 ﹤0.01%
+9
75 76
77
78 79