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
601
$1.33M 0.01%
20,878
-5,669
602
$1.33M 0.01%
29,978
-25,848
603
$1.32M 0.01%
19,115
+125
604
$1.31M 0.01%
24,354
-8,943
605
$1.29M 0.01%
15,934
-6,517
606
$1.26M 0.01%
24,575
+335
607
$1.26M 0.01%
25,792
+1,817
608
$1.26M 0.01%
26,121
+2,389
609
$1.25M 0.01%
21,725
+375
610
$1.25M 0.01%
34,498
+2,514
611
$1.24M 0.01%
19,534
+3,380
612
$1.24M 0.01%
16,403
-1,326
613
$1.23M 0.01%
9,051
-387
614
$1.23M 0.01%
13,393
+2,161
615
$1.23M 0.01%
75,865
-95
616
$1.22M 0.01%
4,666
-3
617
$1.22M 0.01%
+68,808
618
$1.22M 0.01%
16,450
+1,820
619
$1.22M 0.01%
+14,837
620
$1.22M 0.01%
29,910
-235
621
$1.22M 0.01%
12,668
+125
622
$1.21M 0.01%
+10,048
623
$1.2M 0.01%
33,002
-17,648
624
$1.19M 0.01%
4
625
$1.19M 0.01%
62,264
+12,504
23 24
25
26 27