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
401
$3.48M 0.01%
39,875
-6,833
402
$3.46M 0.01%
43,782
-12,032
403
$3.45M 0.01%
35,032
-1,677
404
$3.44M 0.01%
39,820
+100
405
$3.43M 0.01%
83,405
+76,322
406
$3.43M 0.01%
29,280
+264
407
$3.36M 0.01%
60,848
+8,982
408
$3.34M 0.01%
20,253
409
$3.33M 0.01%
58,464
410
$3.3M 0.01%
76,191
+39,341
411
$3.3M 0.01%
80,393
-27,980
412
$3.29M 0.01%
51,200
413
$3.28M 0.01%
53,511
-1,539
414
$3.26M 0.01%
169,800
-52,150
415
$3.24M 0.01%
84,165
+4,833
416
$3.23M 0.01%
54,805
-7,575
417
$3.22M 0.01%
179,917
-302,451
418
$3.17M 0.01%
48,084
+510
419
$3.17M 0.01%
126,182
420
$3.13M 0.01%
28,462
+4,437
421
$3.08M 0.01%
146,780
422
$3.07M 0.01%
64,234
+118
423
$3.05M 0.01%
22,497
+273
424
$3.02M 0.01%
48,742
+28,274
425
$3.01M 0.01%
17,080
-903
15 16
17
18 19