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
776
$514K ﹤0.01%
7,686
777
$509K ﹤0.01%
22,670
778
$504K ﹤0.01%
20,974
-8,000
779
$502K ﹤0.01%
+37,638
780
$502K ﹤0.01%
11,595
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781
$502K ﹤0.01%
44,976
-8,134
782
$500K ﹤0.01%
19,061
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783
$494K ﹤0.01%
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784
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8,362
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$493K ﹤0.01%
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$492K ﹤0.01%
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787
$483K ﹤0.01%
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$477K ﹤0.01%
6,804
-662
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$476K ﹤0.01%
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$474K ﹤0.01%
19,714
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793
$464K ﹤0.01%
17,204
-13,415
794
$463K ﹤0.01%
18,400
795
$462K ﹤0.01%
22,801
-2,917
796
$457K ﹤0.01%
4,150
797
$455K ﹤0.01%
+42,188
798
$451K ﹤0.01%
78,498
+2,000
799
$450K ﹤0.01%
38,417
-10
800
$448K ﹤0.01%
6,096
-70
30 31
32
33 34