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
1976
– –
-15,195
1977
$0 ﹤0.01%
+8
1978
$0 ﹤0.01%
+10
1979
– –
-466,136
1980
– –
-10,000
1981
$0 ﹤0.01%
+8
1982
$0 ﹤0.01%
+125
1983
$0 ﹤0.01%
+9
1984
$0 ﹤0.01%
+23
1985
– –
-3,333
1986
– –
-15,000
1987
– –
-18,650
1988
$0 ﹤0.01%
+2
1989
– –
-214
1990
– –
-10,800
1991
$0 ﹤0.01%
+10
1992
$0 ﹤0.01%
+4
1993
$0 ﹤0.01%
+3
1994
$0 ﹤0.01%
+26
1995
$0 ﹤0.01%
+1
1996
$0 ﹤0.01%
+10
1997
$0 ﹤0.01%
+2
1998
$0 ﹤0.01%
+60
1999
– –
-12,332
2000
$0 ﹤0.01%
+4
78 79
80
81 82