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
801
$448K ﹤0.01%
7,450
802
$448K ﹤0.01%
+15,760
803
$438K ﹤0.01%
23,719
+160
804
$438K ﹤0.01%
+24,900
805
$433K ﹤0.01%
+12,277
806
$433K ﹤0.01%
+14,312
807
$432K ﹤0.01%
+14,413
808
$431K ﹤0.01%
4,318
+96
809
$430K ﹤0.01%
25,706
+7,835
810
$426K ﹤0.01%
15,149
-3,425
811
$426K ﹤0.01%
31,800
812
$425K ﹤0.01%
+18,767
813
$425K ﹤0.01%
11,260
814
$424K ﹤0.01%
+26,500
815
$420K ﹤0.01%
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816
$419K ﹤0.01%
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817
$418K ﹤0.01%
30,851
+2,100
818
$418K ﹤0.01%
9,810
+810
819
$416K ﹤0.01%
71,950
-21,900
820
$415K ﹤0.01%
23,044
-842,303
821
$414K ﹤0.01%
7,989
+246
822
$412K ﹤0.01%
+10,677
823
$406K ﹤0.01%
+10,004
824
$402K ﹤0.01%
+11,570
825
$400K ﹤0.01%
46,320
31 32
33
34 35