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
326
$6.44M 0.03%
50,366
+4,206
327
$6.43M 0.03%
77,515
+375
328
$6.29M 0.03%
247,484
+15,480
329
$6.28M 0.03%
+119,502
330
$6.24M 0.03%
49,588
+1,408
331
$6.19M 0.03%
30,412
+2,539
332
$6.07M 0.03%
263,206
+8,060
333
$6.06M 0.03%
92,884
+17,763
334
$6M 0.03%
41,822
+20,463
335
$5.97M 0.03%
97,575
+1
336
$5.95M 0.03%
73,109
-9,798
337
$5.91M 0.03%
71,651
+206
338
$5.88M 0.03%
210,785
+14,122
339
$5.85M 0.02%
437,893
-376,144
340
$5.84M 0.02%
143,444
+4,060
341
$5.81M 0.02%
+20,583
342
$5.68M 0.02%
150,579
+1,411
343
$5.64M 0.02%
50,802
+1,752
344
$5.63M 0.02%
30,175
+4,337
345
$5.6M 0.02%
35,551
+1,088
346
$5.37M 0.02%
51,291
-246
347
$5.33M 0.02%
51,296
+420
348
$5.27M 0.02%
72,081
+1,497
349
$5.2M 0.02%
125,581
+23,065
350
$4.99M 0.02%
16,249
+1,816
12 13
14
15 16