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
1926
– –
-29,500
1927
$0 ﹤0.01%
+10
1928
– –
0
1929
$0 ﹤0.01%
+18
1930
$0 ﹤0.01%
+4
1931
– –
-38,800
1932
$0 ﹤0.01%
+6
1933
– –
0
1934
$0 ﹤0.01%
+5
1935
– –
-12,550
1936
$0 ﹤0.01%
+25
1937
– –
-40,850
1938
$0 ﹤0.01%
+100
1939
– –
-54,214
1940
$0 ﹤0.01%
+50
1941
$0 ﹤0.01%
+2
1942
$0 ﹤0.01%
+6
1943
$0 ﹤0.01%
+19
1944
$0 ﹤0.01%
+25
1945
– –
-14,487
1946
$0 ﹤0.01%
+2
1947
– –
-12,206
1948
$0 ﹤0.01%
+25
1949
– –
-80,000
1950
– –
-60,577
76 77
78
79 80