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
876
$281K ﹤0.01%
7,958
+35
877
$281K ﹤0.01%
+14,795
878
$276K ﹤0.01%
+14,940
879
$275K ﹤0.01%
14,501
+1,200
880
$274K ﹤0.01%
22,136
881
$273K ﹤0.01%
1,662
-820
882
$273K ﹤0.01%
+9,200
883
$273K ﹤0.01%
12,330
+330
884
$272K ﹤0.01%
1,724
-20,979
885
$272K ﹤0.01%
3,052
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$271K ﹤0.01%
3,530
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887
$267K ﹤0.01%
1,285
888
$260K ﹤0.01%
4,713
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889
$259K ﹤0.01%
12,108
-109,231
890
$259K ﹤0.01%
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2,205
892
$256K ﹤0.01%
+4,264
893
$254K ﹤0.01%
12,500
894
$253K ﹤0.01%
+5,520
895
$252K ﹤0.01%
27,268
+10,632
896
$252K ﹤0.01%
6,431
897
$252K ﹤0.01%
5,000
898
$251K ﹤0.01%
3,973
899
$249K ﹤0.01%
+4,103
900
$249K ﹤0.01%
125,000
34 35
36
37 38