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
501
$2.03M 0.01%
108,243
-949
502
$2.03M 0.01%
58,897
+5,009
503
$2.02M 0.01%
46,801
+15,030
504
$1.99M 0.01%
62,374
+10,556
505
$1.99M 0.01%
36,024
+31,520
506
$1.98M 0.01%
39,170
+2,097
507
$1.98M 0.01%
24,652
+9,430
508
$1.98M 0.01%
20,897
-45
509
$1.97M 0.01%
+110,611
510
$1.97M 0.01%
8,419
+211
511
$1.97M 0.01%
103,600
-4,190
512
$1.97M 0.01%
12,162
+2,780
513
$1.97M 0.01%
21,863
+7,146
514
$1.96M 0.01%
142,105
+4,075
515
$1.96M 0.01%
98,936
-1,254
516
$1.96M 0.01%
+15,383
517
$1.95M 0.01%
29,918
+116
518
$1.95M 0.01%
37,220
-73,372
519
$1.95M 0.01%
+48,736
520
$1.94M 0.01%
49,023
-4,376
521
$1.94M 0.01%
104,856
-578
522
$1.93M 0.01%
+33,643
523
$1.92M 0.01%
31,166
+12,779
524
$1.91M 0.01%
12,657
+2,328
525
$1.9M 0.01%
+34,106
19 20
21
22 23