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
626
$1.16M ﹤0.01%
29,719
+1,604
627
$1.16M ﹤0.01%
17,710
+4,572
628
$1.16M ﹤0.01%
49,238
+1,020
629
$1.16M ﹤0.01%
20,538
+322
630
$1.14M ﹤0.01%
32,895
+655
631
$1.13M ﹤0.01%
21,518
+3,209
632
$1.12M ﹤0.01%
15,355
+10,110
633
$1.12M ﹤0.01%
+19,166
634
$1.1M ﹤0.01%
+25,437
635
$1.1M ﹤0.01%
13,709
-168,598
636
$1.1M ﹤0.01%
17,488
+3,986
637
$1.09M ﹤0.01%
70,348
+3,450
638
$1.07M ﹤0.01%
29,424
-2,394
639
$1.07M ﹤0.01%
+11,613
640
$1.06M ﹤0.01%
39,260
-17,760
641
$1.06M ﹤0.01%
6,460
+288
642
$1.06M ﹤0.01%
5,366
-215
643
$1.06M ﹤0.01%
37,983
+1,701
644
$1.05M ﹤0.01%
+15,628
645
$1.04M ﹤0.01%
176,600
646
$1.03M ﹤0.01%
4,852
+69
647
$1.03M ﹤0.01%
14,655
+388
648
$1.03M ﹤0.01%
+60,590
649
$1.02M ﹤0.01%
33,116
+1,589
650
$1.02M ﹤0.01%
11,535
+150
24 25
26
27 28