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
476
$2.35M 0.01%
43,666
+499
477
$2.35M 0.01%
32,526
+9,212
478
$2.34M 0.01%
53,310
+730
479
$2.32M 0.01%
35,487
+4,114
480
$2.3M 0.01%
34,150
+2,166
481
$2.28M 0.01%
20,413
+15,863
482
$2.23M 0.01%
212,523
-187,477
483
$2.23M 0.01%
100,000
484
$2.22M 0.01%
9,713
+8,654
485
$2.19M 0.01%
102,692
+6,311
486
$2.18M 0.01%
+130,175
487
$2.17M 0.01%
159,180
+9,658
488
$2.15M 0.01%
32,382
-4,580
489
$2.14M 0.01%
27,808
+1,479
490
$2.14M 0.01%
18,732
+3,430
491
$2.13M 0.01%
5,679
-2,284
492
$2.13M 0.01%
66,263
-667
493
$2.1M 0.01%
35,604
+2,167
494
$2.1M 0.01%
78,242
-27,390
495
$2.08M 0.01%
65,810
-250
496
$2.08M 0.01%
+50,700
497
$2.07M 0.01%
42,042
+1,012
498
$2.06M 0.01%
98,292
+23,497
499
$2.04M 0.01%
+19,155
500
$2.04M 0.01%
25,129
+3,743
18 19
20
21 22