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
676
$900K ﹤0.01%
88,410
+4,410
677
$886K ﹤0.01%
+11,527
678
$885K ﹤0.01%
99,930
+2,060
679
$875K ﹤0.01%
16,235
+385
680
$868K ﹤0.01%
18,365
+1,400
681
$866K ﹤0.01%
+13,421
682
$865K ﹤0.01%
16,068
+1,125
683
$860K ﹤0.01%
14,321
+1,646
684
$846K ﹤0.01%
39,866
+2,042
685
$841K ﹤0.01%
6,660
-1,960
686
$838K ﹤0.01%
23,552
+1,688
687
$838K ﹤0.01%
4,807
+11
688
$837K ﹤0.01%
34,260
+2,700
689
$833K ﹤0.01%
+23,900
690
$831K ﹤0.01%
11,327
-1,500
691
$829K ﹤0.01%
56,967
+25,181
692
$818K ﹤0.01%
+10,320
693
$808K ﹤0.01%
16,110
+1,545
694
$798K ﹤0.01%
16,863
-1,523
695
$791K ﹤0.01%
45,212
-22,360
696
$779K ﹤0.01%
57,552
+9,805
697
$778K ﹤0.01%
+683
698
$772K ﹤0.01%
31,792
-10,700
699
$771K ﹤0.01%
9,544
+6,290
700
$762K ﹤0.01%
11,305
+41
26 27
28
29 30