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
2026
$0 ﹤0.01%
+7
2027
$0 ﹤0.01%
+120
2028
$0 ﹤0.01%
+100
2029
0
2030
$0 ﹤0.01%
+50
2031
$0 ﹤0.01%
+20
2032
$0 ﹤0.01%
+1
2033
-14,382
2034
$0 ﹤0.01%
+18
2035
$0 ﹤0.01%
+1,250
2036
-50,385
2037
$0 ﹤0.01%
+5