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
701
$756K ﹤0.01%
+14,195
702
$751K ﹤0.01%
13,525
-85
703
$750K ﹤0.01%
21,110
704
$749K ﹤0.01%
9,785
+95
705
$748K ﹤0.01%
13,635
-1,122
706
$745K ﹤0.01%
12,308
+678
707
$744K ﹤0.01%
+12,163
708
$741K ﹤0.01%
24,855
+460
709
$736K ﹤0.01%
33,563
-7,260
710
$730K ﹤0.01%
28,095
+3,262
711
$728K ﹤0.01%
1,323,106
-145,401
712
$728K ﹤0.01%
13,750
-15,670
713
$715K ﹤0.01%
22,424
-11,343
714
$704K ﹤0.01%
37,271
-25,028
715
$703K ﹤0.01%
41,211
+330
716
$701K ﹤0.01%
20,574
+5,432
717
$696K ﹤0.01%
130,665
-69,970
718
$694K ﹤0.01%
15,587
-15,776
719
$693K ﹤0.01%
13,131
+313
720
$691K ﹤0.01%
7,461
-232
721
$685K ﹤0.01%
18,162
722
$683K ﹤0.01%
27,009
723
$681K ﹤0.01%
17,877
-646,395
724
$681K ﹤0.01%
52,749
+28,718
725
$675K ﹤0.01%
6,060
+85
27 28
29
30 31