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
351
$4.98M 0.02%
52,713
-237
352
$4.98M 0.02%
49,527
+550
353
$4.87M 0.02%
116,274
+38,251
354
$4.84M 0.02%
92,600
-17,076
355
$4.72M 0.02%
66,347
+4,271
356
$4.71M 0.02%
19,915
-540
357
$4.64M 0.02%
301,775
-134,286
358
$4.55M 0.02%
50,133
-3,225
359
$4.48M 0.02%
28,649
+7,309
360
$4.46M 0.02%
62,127
-7,883
361
$4.43M 0.02%
143,779
+11,875
362
$4.33M 0.02%
1,391,200
+1,371,200
363
$4.29M 0.02%
+358,612
364
$4.27M 0.02%
170,295
+1,212
365
$4.25M 0.02%
46,273
-162,064
366
$4.23M 0.02%
98,728
-1,179
367
$4.18M 0.02%
28,629
+2,866
368
$4.18M 0.02%
60,093
-17,444
369
$4.17M 0.02%
77,497
+4,059
370
$4.12M 0.02%
42,066
-46
371
$4.1M 0.02%
55,639
+1,207
372
$4.06M 0.02%
106,268
-3,592
373
$4.05M 0.02%
73,805
-10,110
374
$4.04M 0.02%
26,025
+6,944
375
$4.01M 0.02%
181,606
+82,822
13 14
15
16 17