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
901
$247K ﹤0.01%
7,500
902
$247K ﹤0.01%
14,100
-28,300
903
$245K ﹤0.01%
+11,748
904
$243K ﹤0.01%
17,655
905
$243K ﹤0.01%
+4,097
906
$242K ﹤0.01%
2,848
-43
907
$240K ﹤0.01%
22,296
-414
908
$238K ﹤0.01%
36,850
909
$238K ﹤0.01%
84,176
910
$238K ﹤0.01%
+29,000
911
$237K ﹤0.01%
2,210
912
$235K ﹤0.01%
16,236
913
$234K ﹤0.01%
15,200
914
$233K ﹤0.01%
6,240
915
$225K ﹤0.01%
3,080
916
$225K ﹤0.01%
+6,195
917
$223K ﹤0.01%
3,788
+162
918
$223K ﹤0.01%
+5,038
919
$222K ﹤0.01%
6,000
920
$220K ﹤0.01%
7,410
921
$219K ﹤0.01%
3,856
-114
922
$217K ﹤0.01%
23,680
-9,992
923
$212K ﹤0.01%
40,500
924
$208K ﹤0.01%
+15,200
925
$207K ﹤0.01%
+1,440
35 36
37
38 39