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
251
$14.1M 0.06%
352,416
+2,406
252
$13.7M 0.06%
654,760
+204,760
253
$13.6M 0.06%
96,507
-30,400
254
$13.3M 0.06%
707,797
+390,013
255
$13.3M 0.06%
53,509
+1,180
256
$13.2M 0.06%
54,860
+296
257
$13.2M 0.06%
113,391
+58,370
258
$13.2M 0.06%
107,852
+49,391
259
$13.1M 0.06%
429,169
-43,613
260
$13M 0.05%
114,279
+1,116
261
$12.8M 0.05%
207,606
+9,504
262
$12.8M 0.05%
121,211
+6,688
263
$12.8M 0.05%
150,326
+5,069
264
$12.7M 0.05%
87,502
-46,245
265
$12.7M 0.05%
288,100
+4,761
266
$12.6M 0.05%
114,983
+14,208
267
$12.5M 0.05%
88,680
+995
268
$12.4M 0.05%
266,714
-29,288
269
$12.4M 0.05%
350,445
-9,513
270
$12.3M 0.05%
40,109
-30,419
271
$12.2M 0.05%
149,178
+3,802
272
$12.2M 0.05%
169,582
+20,797
273
$11.7M 0.05%
481,571
-883
274
$11.7M 0.05%
68,703
+58,227
275
$11.6M 0.05%
95,625
+21,042
9 10
11
12 13