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
851
$345K ﹤0.01%
+26,992
852
$344K ﹤0.01%
43,000
853
$343K ﹤0.01%
28,907
854
$335K ﹤0.01%
+26,209
855
$334K ﹤0.01%
10,497
-601
856
$333K ﹤0.01%
+14,400
857
$329K ﹤0.01%
+5,780
858
$321K ﹤0.01%
10,000
859
$318K ﹤0.01%
15,764
-1,336
860
$316K ﹤0.01%
+15,913
861
$316K ﹤0.01%
21,668
+4,583
862
$315K ﹤0.01%
8,745
+1,426
863
$311K ﹤0.01%
+12,048
864
$310K ﹤0.01%
+28,500
865
$310K ﹤0.01%
3,874
866
$310K ﹤0.01%
16,265
-3,015
867
$305K ﹤0.01%
2,850
-3,430
868
$305K ﹤0.01%
4,692
869
$304K ﹤0.01%
11,882
+30
870
$304K ﹤0.01%
+8,725
871
$299K ﹤0.01%
2,800
-2,820
872
$290K ﹤0.01%
863
+269
873
$290K ﹤0.01%
+199
874
$289K ﹤0.01%
20,087
+6,191
875
$285K ﹤0.01%
460
33 34
35
36 37