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
– –
-80,000
1977
– –
-60,577
1978
– –
-29,300
1979
– –
-16,598
1980
– –
0
1981
$0 ﹤0.01%
+31
1982
– –
0
1983
$0 ﹤0.01%
+3
1984
– –
0
1985
$0 ﹤0.01%
+1
1986
$0 ﹤0.01%
+20
1987
$0 ﹤0.01%
+27
1988
– –
-123,000
1989
$0 ﹤0.01%
+7
1990
– –
-77,661
1991
– –
-250,000
1992
$0 ﹤0.01%
+4
1993
$0 ﹤0.01%
+1
1994
$0 ﹤0.01%
+12
1995
$0 ﹤0.01%
+30
1996
– –
0
1997
– –
0
1998
$0 ﹤0.01%
+54
1999
$0 ﹤0.01%
+11
2000
$0 ﹤0.01%
+26
78 79
80
81 82