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
726
$670K ﹤0.01%
13,205
+335
727
$661K ﹤0.01%
24,334
-965
728
$659K ﹤0.01%
2,665
-123
729
$658K ﹤0.01%
49,500
+6,360
730
$658K ﹤0.01%
27,007
731
$650K ﹤0.01%
25,284
+1,000
732
$649K ﹤0.01%
4,369
+251
733
$644K ﹤0.01%
+10,056
734
$644K ﹤0.01%
17,003
+1,934
735
$639K ﹤0.01%
+15,012
736
$638K ﹤0.01%
16,843
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737
$626K ﹤0.01%
30,249
738
$617K ﹤0.01%
5,591
-3,706
739
$611K ﹤0.01%
+17,534
740
$610K ﹤0.01%
23,780
-19,012
741
$606K ﹤0.01%
14,178
-1,059
742
$604K ﹤0.01%
3,821
+1,000
743
$600K ﹤0.01%
48,052
-4,167
744
$595K ﹤0.01%
25,468
-9,000
745
$591K ﹤0.01%
8,659
+5
746
$589K ﹤0.01%
+11,566
747
$588K ﹤0.01%
25,290
-1,467
748
$588K ﹤0.01%
4,935
749
$585K ﹤0.01%
4,185
-3,440
750
$579K ﹤0.01%
7,096
28 29
30
31 32