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
301
$8.33M 0.04%
37,237
-2,814
302
$8.31M 0.04%
56,854
-18,084
303
$8.22M 0.03%
61,391
-99,596
304
$8.14M 0.03%
137,233
+15,988
305
$8.07M 0.03%
63,780
+347
306
$8.07M 0.03%
255,837
-23,809
307
$7.97M 0.03%
1,647,880
-627,440
308
$7.71M 0.03%
459,888
+407,355
309
$7.65M 0.03%
63,399
+1,292
310
$7.54M 0.03%
48,369
-356,046
311
$7.48M 0.03%
42,357
+13,255
312
$7.47M 0.03%
256,507
-158,127
313
$7.29M 0.03%
130,246
+4,178
314
$7.17M 0.03%
67,487
-1,402
315
$6.98M 0.03%
307,280
+2,075
316
$6.97M 0.03%
154,900
+8,089
317
$6.77M 0.03%
139,161
-36,561
318
$6.77M 0.03%
63,380
+1,454
319
$6.62M 0.03%
98,149
+1,101
320
$6.62M 0.03%
479,051
+684
321
$6.57M 0.03%
+83,086
322
$6.52M 0.03%
97,688
+31,232
323
$6.5M 0.03%
20,405
+3,713
324
$6.5M 0.03%
761,532
+251,615
325
$6.48M 0.03%
20,191
+1,491
11 12
13
14 15