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
526
$1.9M 0.01%
+38,261
527
$1.9M 0.01%
79,724
+7,458
528
$1.89M 0.01%
+33,406
529
$1.89M 0.01%
54,054
+5,476
530
$1.89M 0.01%
137,497
-6,155
531
$1.89M 0.01%
+65,205
532
$1.88M 0.01%
+15,167
533
$1.88M 0.01%
34,226
+3,211
534
$1.87M 0.01%
99,656
-36,445
535
$1.86M 0.01%
38,696
-239
536
$1.85M 0.01%
+54,692
537
$1.84M 0.01%
69,878
-200
538
$1.84M 0.01%
32,346
+795
539
$1.83M 0.01%
24,707
+476
540
$1.83M 0.01%
+38,101
541
$1.82M 0.01%
36,604
+515
542
$1.8M 0.01%
76,009
+221
543
$1.79M 0.01%
98,220
-103,200
544
$1.79M 0.01%
+14,295
545
$1.79M 0.01%
120,220
+23,868
546
$1.78M 0.01%
26,139
-6,025
547
$1.77M 0.01%
102,215
+28,005
548
$1.75M 0.01%
22,175
-2,042
549
$1.75M 0.01%
57,869
+33,407
550
$1.75M 0.01%
16,679
-1,542
20 21
22
23 24