CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $58.4B
1-Year Est. Return 19.68%
This Quarter Est. Return
1 Year Est. Return
+19.68%
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
+$278M
2
+$101M
3
+$90.9M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$90.3M
5
PAA icon
Plains All American Pipeline
PAA
+$78.1M

Top Sells

1
+$86.2M
2
+$75.4M
3
+$72.7M
4
WNRL
Western Refining Logistics, LP
WNRL
+$64.2M
5
WBA
Walgreens Boots Alliance
WBA
+$55.6M

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
226
$16.7M 0.07%
229,904
+5,467
227
$16.6M 0.07%
150,941
+9,541
228
$16.5M 0.07%
185,371
+1,446
229
$16.5M 0.07%
349,888
-10,185
230
$16.4M 0.07%
194,638
-20,613
231
$16.4M 0.07%
746,736
+8,440
232
$16.3M 0.07%
157,046
+820
233
$16.3M 0.07%
110,233
+932
234
$16.2M 0.07%
135,102
+45,258
235
$15.9M 0.07%
104,474
+426
236
$15.8M 0.07%
214,912
+17,765
237
$15.7M 0.07%
647,026
+403,873
238
$15.7M 0.07%
385,295
+4,851
239
$15.6M 0.07%
971,220
-79,755
240
$15.3M 0.07%
126,165
-32,893
241
$15.3M 0.06%
278,381
+35,427
242
$15.2M 0.06%
145,249
+12,521
243
$15.1M 0.06%
100,773
+553
244
$15.1M 0.06%
211,609
+3,208
245
$14.9M 0.06%
339,894
+1,799
246
$14.9M 0.06%
291,908
+678
247
$14.8M 0.06%
+162,233
248
$14.5M 0.06%
58,171
-53
249
$14.3M 0.06%
105,509
-798
250
$14.3M 0.06%
284,192
+10,891
8 9
10
11 12