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
576
$1.58M 0.01%
+47,797
577
$1.56M 0.01%
80,677
+5,372
578
$1.56M 0.01%
21,832
+5,521
579
$1.55M 0.01%
+26,865
580
$1.54M 0.01%
23,180
+569
581
$1.52M 0.01%
23,993
-3,152
582
$1.51M 0.01%
15,945
+778
583
$1.51M 0.01%
12,969
-1,974
584
$1.48M 0.01%
58,895
+21,655
585
$1.46M 0.01%
25,958
-709
586
$1.45M 0.01%
48,788
+3,175
587
$1.45M 0.01%
52,686
+2,013
588
$1.44M 0.01%
16,989
589
$1.43M 0.01%
78,980
-11,013
590
$1.42M 0.01%
+27,196
591
$1.41M 0.01%
98,291
+64,185
592
$1.41M 0.01%
+11,839
593
$1.41M 0.01%
24,555
+295
594
$1.41M 0.01%
15,749
-870
595
$1.41M 0.01%
82,634
+1,050
596
$1.41M 0.01%
42,316
+18,499
597
$1.4M 0.01%
23,520
-13,926
598
$1.4M 0.01%
+33,202
599
$1.35M 0.01%
11,301
-28
600
$1.33M 0.01%
10,655
+8,563
22 23
24
25 26