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
451
$2.62M 0.01%
23,104
+3,501
452
$2.61M 0.01%
49,882
-100,058
453
$2.6M 0.01%
63,498
-12,786
454
$2.57M 0.01%
84,365
-6,155
455
$2.55M 0.01%
36,537
-4,833
456
$2.55M 0.01%
23,011
-337
457
$2.54M 0.01%
93,085
+64,309
458
$2.54M 0.01%
+76,393
459
$2.54M 0.01%
142,251
+1,012
460
$2.51M 0.01%
51,666
+10,950
461
$2.49M 0.01%
41,379
+15,923
462
$2.48M 0.01%
27,873
+6,413
463
$2.47M 0.01%
15,853
-495
464
$2.47M 0.01%
118,300
465
$2.45M 0.01%
61,713
-433
466
$2.44M 0.01%
139,961
-1,763
467
$2.43M 0.01%
43,882
+12,549
468
$2.42M 0.01%
79,911
+35,940
469
$2.41M 0.01%
77,799
-170,516
470
$2.4M 0.01%
28,565
+1,811
471
$2.4M 0.01%
63,125
+3,496
472
$2.38M 0.01%
35,021
+190
473
$2.38M 0.01%
42,841
-45
474
$2.37M 0.01%
65,610
-11,280
475
$2.36M 0.01%
179,538
+6,949
17 18
19
20 21