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
276
$11.4M 0.05%
73,313
-6,054
277
$11.4M 0.05%
215,464
+21,778
278
$11.4M 0.05%
240,432
+17,383
279
$11.4M 0.05%
+383,043
280
$11.3M 0.05%
899,072
+11,916
281
$10.9M 0.05%
272,994
+4,797
282
$10.9M 0.05%
73,560
-980
283
$10.7M 0.05%
71,791
+708
284
$10.6M 0.05%
42,635
+15,067
285
$10.5M 0.04%
103,130
+503
286
$10.3M 0.04%
231,098
-111,070
287
$10.2M 0.04%
679,435
+10,080
288
$10.1M 0.04%
180,343
+1,320
289
$9.92M 0.04%
73,652
+10,157
290
$9.73M 0.04%
5,598
+370
291
$9.55M 0.04%
77,276
+4,276
292
$9.27M 0.04%
169,292
+4,327
293
$9.23M 0.04%
441,262
+26,370
294
$9.12M 0.04%
183,325
+15,171
295
$9.06M 0.04%
104,386
+44,420
296
$8.62M 0.04%
177,146
+120,457
297
$8.45M 0.04%
117,325
+14,578
298
$8.42M 0.04%
95,694
+2,105
299
$8.39M 0.04%
74,833
-8,724
300
$8.38M 0.04%
111,389
+30,560
10 11
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