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
51
$126M 0.53%
1,688,908
-108,379
52
$126M 0.53%
1,781,864
+1,437,830
53
$120M 0.51%
1,988,156
-314,920
54
$120M 0.51%
2,728,792
-33,832
55
$116M 0.49%
2,593,241
+2,013,989
56
$116M 0.49%
3,037,296
+366,414
57
$114M 0.48%
1,210,459
-14,444
58
$114M 0.48%
6,302,433
-4,024,903
59
$114M 0.48%
2,460,200
+1,436,055
60
$112M 0.48%
960,873
+266
61
$112M 0.48%
897,639
+433,524
62
$112M 0.47%
454,771
+370,646
63
$108M 0.46%
997,039
-27,597
64
$108M 0.46%
2,221,627
-389,824
65
$104M 0.44%
1,047,107
-14,755
66
$104M 0.44%
840,840
-2,312
67
$103M 0.44%
2,746,113
+1,146
68
$103M 0.44%
1,797,526
+386,446
69
$100M 0.43%
735,084
-573
70
$100M 0.42%
2,195,484
-49,006
71
$100M 0.42%
2,561,204
-43,936
72
$98.1M 0.42%
441,376
-197,559
73
$98M 0.42%
727,947
-77,497
74
$98M 0.42%
1,351,931
-132,568
75
$97.5M 0.41%
466,707
+4,396
1 2
3
4 5