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
651
$1.01M ﹤0.01%
21,380
+415
652
$1.01M ﹤0.01%
18,993
+4,146
653
$1M ﹤0.01%
9,544
654
$998K ﹤0.01%
48,345
+2,945
655
$997K ﹤0.01%
49,454
-8,219
656
$994K ﹤0.01%
20,795
+420
657
$991K ﹤0.01%
22,111
-11,514
658
$984K ﹤0.01%
11,002
+160
659
$962K ﹤0.01%
5,119
+16
660
$960K ﹤0.01%
+7,555
661
$946K ﹤0.01%
18,020
662
$944K ﹤0.01%
30,484
+7,012
663
$939K ﹤0.01%
1,806,739
-118,000
664
$936K ﹤0.01%
22,162
-317
665
$921K ﹤0.01%
25,700
-14,431
666
$915K ﹤0.01%
19,166
-1,372
667
$914K ﹤0.01%
8,245
+170
668
$911K ﹤0.01%
22,167
-15,195
669
$909K ﹤0.01%
37,167
+12,885
670
$909K ﹤0.01%
30,039
-1,649
671
$908K ﹤0.01%
13,152
-355
672
$907K ﹤0.01%
26,280
+515
673
$905K ﹤0.01%
32,270
-6,425
674
$904K ﹤0.01%
13,806
-205
675
$900K ﹤0.01%
5,215
+280
25 26
27
28 29