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
751
$574K ﹤0.01%
+11,401
752
$573K ﹤0.01%
30,116
+15,639
753
$571K ﹤0.01%
15,125
+652
754
$569K ﹤0.01%
18,356
+506
755
$568K ﹤0.01%
+28,837
756
$565K ﹤0.01%
33,964
+3,802
757
$563K ﹤0.01%
23,310
+604
758
$560K ﹤0.01%
25,532
-11,900
759
$554K ﹤0.01%
7,915
-1,500
760
$551K ﹤0.01%
+16,272
761
$550K ﹤0.01%
9,880
+190
762
$548K ﹤0.01%
16,425
763
$547K ﹤0.01%
6,840
-7,245
764
$543K ﹤0.01%
5,561
+148
765
$540K ﹤0.01%
23,412
-104,388
766
$539K ﹤0.01%
29,592
-2,736
767
$537K ﹤0.01%
16,072
-4,327
768
$534K ﹤0.01%
17,146
+284
769
$533K ﹤0.01%
4,012
770
$530K ﹤0.01%
37,035
771
$523K ﹤0.01%
+30,502
772
$521K ﹤0.01%
6,665
-5,425
773
$520K ﹤0.01%
+12,480
774
$518K ﹤0.01%
14,175
-10,675
775
$516K ﹤0.01%
48,588
+1,986
29 30
31
32 33