We are live on ! Find out more
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 ﹤0.01%
+7
2002
$0 ﹤0.01%
+120
2003
$0 ﹤0.01%
+100
2004
– –
0
2005
$0 ﹤0.01%
+50
2006
$0 ﹤0.01%
+20
2007
$0 ﹤0.01%
+1
2008
$0 ﹤0.01%
+18
2009
$0 ﹤0.01%
+1,250
2010
– –
-50,385
2011
$0 ﹤0.01%
+14
2012
– –
-1,000
2013
$0 ﹤0.01%
+35
2014
$0 ﹤0.01%
+30
2015
$0 ﹤0.01%
+2
2016
$0 ﹤0.01%
+5
2017
$0 ﹤0.01%
+10
2018
– –
-26,500
2019
– –
-29,500
2020
– –
-14,487
2021
$0 ﹤0.01%
+2
2022
$0 ﹤0.01%
+60
2023
– –
-12,332
2024
$0 ﹤0.01%
+4
2025
– –
0
78 79 80
81
82