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
426
$2.98M 0.01%
21,759
+2,463
427
$2.97M 0.01%
+104,704
428
$2.96M 0.01%
34,881
+822
429
$2.95M 0.01%
28,081
-14,436
430
$2.94M 0.01%
13,280
431
$2.92M 0.01%
31,092
+2,940
432
$2.9M 0.01%
131,678
+41,473
433
$2.87M 0.01%
56,966
+18,890
434
$2.86M 0.01%
32,152
+1,514
435
$2.86M 0.01%
204,360
-29,940
436
$2.86M 0.01%
89,628
+4,964
437
$2.85M 0.01%
42,086
+1,327
438
$2.84M 0.01%
163,108
-20,788
439
$2.84M 0.01%
19,658
+2,448
440
$2.82M 0.01%
135,660
+90
441
$2.77M 0.01%
41,801
+33
442
$2.77M 0.01%
41,905
+9,637
443
$2.77M 0.01%
41,431
+3,918
444
$2.74M 0.01%
35,277
-1,422
445
$2.74M 0.01%
129,572
-215,121
446
$2.71M 0.01%
172,637
+4,579
447
$2.69M 0.01%
47,215
+9,470
448
$2.68M 0.01%
13,651
-575
449
$2.65M 0.01%
8,423
-423
450
$2.63M 0.01%
93,711
-4,137
16 17
18
19 20