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
2001
– –
0
2002
$0 ﹤0.01%
+3
2003
– –
0
2004
$0 ﹤0.01%
+31
2005
– –
0
2006
$0 ﹤0.01%
+3
2007
– –
0
2008
$0 ﹤0.01%
+1
2009
$0 ﹤0.01%
+20
2010
– –
0
2011
– –
-10,000
2012
– –
-7,000
2013
– –
-77,810
2014
$0 ﹤0.01%
26
-908,705
2015
$0 ﹤0.01%
+10
2016
$0 ﹤0.01%
+16
2017
$0 ﹤0.01%
+5
2018
– –
-29,200
2019
$0 ﹤0.01%
+11
2020
$0 ﹤0.01%
+16
2021
$0 ﹤0.01%
+1
2022
$0 ﹤0.01%
+6
2023
$0 ﹤0.01%
+12
2024
– –
-272,037
2025
– –
-214,431
78 79 80
81
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