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
826
$396K ﹤0.01%
10,941
+201
827
$392K ﹤0.01%
4,500
-50
828
$391K ﹤0.01%
3,565
-5,835
829
$386K ﹤0.01%
10,519
830
$384K ﹤0.01%
2,583
+296
831
$373K ﹤0.01%
7,611
+890
832
$372K ﹤0.01%
11,529
833
$370K ﹤0.01%
10,043
+11
834
$369K ﹤0.01%
5,510
-169
835
$369K ﹤0.01%
+2,517
836
$366K ﹤0.01%
2,989
837
$363K ﹤0.01%
15,330
838
$362K ﹤0.01%
+19,131
839
$361K ﹤0.01%
24,434
840
$358K ﹤0.01%
4,154
841
$358K ﹤0.01%
+11,768
842
$357K ﹤0.01%
12,591
843
$355K ﹤0.01%
5,403
844
$354K ﹤0.01%
+11,934
845
$354K ﹤0.01%
+22,050
846
$352K ﹤0.01%
6,578
-3,827
847
$352K ﹤0.01%
2,472
-22
848
$351K ﹤0.01%
2,749
849
$350K ﹤0.01%
+10,085
850
$346K ﹤0.01%
13,004
+838
32 33
34
35 36