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
376
$3.96M 0.02%
39,193
+2,003
377
$3.96M 0.02%
186,508
+86,508
378
$3.85M 0.02%
113,626
+12,548
379
$3.84M 0.02%
167,347
+16,447
380
$3.83M 0.02%
18,666
-825
381
$3.82M 0.02%
40,789
-7,094
382
$3.79M 0.02%
41,204
+29,121
383
$3.79M 0.02%
10,961
-139
384
$3.78M 0.02%
58,491
+383
385
$3.73M 0.02%
29,923
-750
386
$3.72M 0.02%
61,218
+4,914
387
$3.69M 0.02%
588,194
+199,295
388
$3.62M 0.02%
13,180
+12,331
389
$3.6M 0.02%
30,042
+5,188
390
$3.57M 0.02%
142,656
-167,127
391
$3.57M 0.02%
31,246
-305
392
$3.55M 0.02%
89,600
+9,829
393
$3.54M 0.02%
+232,627
394
$3.54M 0.02%
13,876
+11,139
395
$3.53M 0.02%
2,981
-902
396
$3.53M 0.02%
55,780
+15,735
397
$3.51M 0.01%
42,509
+99
398
$3.51M 0.01%
117,124
+2,610
399
$3.51M 0.01%
95,516
+75,984
400
$3.49M 0.01%
109,098
-4,870
14 15
16
17 18