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
551
$1.74M 0.01%
8,114
-581
552
$1.74M 0.01%
17,179
+5,536
553
$1.73M 0.01%
48,615
+11,905
554
$1.71M 0.01%
27,067
-118
555
$1.71M 0.01%
61,893
+111
556
$1.7M 0.01%
15,304
+187
557
$1.7M 0.01%
26,470
+405
558
$1.7M 0.01%
19,158
+8,228
559
$1.69M 0.01%
20,205
-3,900
560
$1.69M 0.01%
30,212
-1,110
561
$1.68M 0.01%
106,785
-1,107,125
562
$1.67M 0.01%
28,485
+14,070
563
$1.67M 0.01%
24,679
-99
564
$1.66M 0.01%
33,526
-2,705
565
$1.66M 0.01%
472
+64
566
$1.66M 0.01%
19,329
+1,727
567
$1.65M 0.01%
108,098
-181
568
$1.65M 0.01%
38,346
-3,799
569
$1.63M 0.01%
49,864
-256,690
570
$1.62M 0.01%
50,608
-1,165
571
$1.6M 0.01%
87,513
-16,119
572
$1.6M 0.01%
59,710
+3,920
573
$1.6M 0.01%
80,786
-19,214
574
$1.6M 0.01%
19,409
+3,276
575
$1.58M 0.01%
38,298
+1,171
21 22
23
24 25