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
26
$202M 0.86%
1,147,236
+8,834
27
$202M 0.86%
2,458,510
-49,977
28
$193M 0.82%
1,311,496
+166,179
29
$191M 0.81%
3,632,520
-97,500
30
$189M 0.8%
367,626
-4,542
31
$179M 0.76%
3,791,792
-64,712
32
$178M 0.75%
1,013,020
-11,207
33
$167M 0.71%
924,081
-17,002
34
$166M 0.7%
873,304
+162,532
35
$164M 0.7%
1,222,733
-24,600
36
$163M 0.69%
1,389,109
-335,438
37
$163M 0.69%
2,482,080
-35,852
38
$150M 0.64%
508,697
-13,224
39
$150M 0.64%
665,588
+197,928
40
$148M 0.63%
2,757,783
-19,036
41
$147M 0.62%
4,824,745
-15,500
42
$147M 0.62%
948,663
-237,437
43
$145M 0.61%
2,258,329
-43,847
44
$143M 0.61%
1,783,681
-21,127
45
$143M 0.61%
1,770,700
-44,179
46
$142M 0.6%
1,231,143
-16,926
47
$142M 0.6%
2,635,829
-731,378
48
$141M 0.6%
696,826
-20,970
49
$138M 0.59%
892,730
-18,253
50
$136M 0.58%
2,375,470
-64,823
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