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
926
$202K ﹤0.01%
+3,105
927
$202K ﹤0.01%
+12,080
928
$199K ﹤0.01%
+1,598
929
$193K ﹤0.01%
+2,409
930
$193K ﹤0.01%
7,550
-7,940
931
$192K ﹤0.01%
+3,155
932
$190K ﹤0.01%
+3,617
933
$186K ﹤0.01%
+5,838
934
$184K ﹤0.01%
+4,735
935
$183K ﹤0.01%
+6,100
936
$183K ﹤0.01%
7,851
-103,224
937
$180K ﹤0.01%
+1,581
938
$179K ﹤0.01%
+20,248
939
$177K ﹤0.01%
+2,054
940
$174K ﹤0.01%
+2,800
941
$173K ﹤0.01%
+3,390
942
$172K ﹤0.01%
+4,260
943
$172K ﹤0.01%
+1,534
944
$171K ﹤0.01%
1,392
-995
945
$171K ﹤0.01%
+3,357
946
$171K ﹤0.01%
+7,112
947
$170K ﹤0.01%
+2,033
948
$169K ﹤0.01%
+5,095
949
$168K ﹤0.01%
9,100
-62,350
950
$167K ﹤0.01%
+4,020
36 37
38
39 40