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
951
$165K ﹤0.01%
+3,596
952
$165K ﹤0.01%
+8,828
953
$164K ﹤0.01%
12,000
954
$163K ﹤0.01%
+6,965
955
$162K ﹤0.01%
+6,310
956
$162K ﹤0.01%
+5,189
957
$161K ﹤0.01%
2,507
-1,000
958
$161K ﹤0.01%
+738
959
$160K ﹤0.01%
+1,004
960
$160K ﹤0.01%
+6,140
961
$160K ﹤0.01%
+1,216
962
$158K ﹤0.01%
+1,630
963
$157K ﹤0.01%
+2,044
964
$156K ﹤0.01%
+968
965
$155K ﹤0.01%
2,000
-1,000
966
$154K ﹤0.01%
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967
$152K ﹤0.01%
9,800
-2,335
968
$152K ﹤0.01%
+3,626
969
$149K ﹤0.01%
+2,043
970
$149K ﹤0.01%
+2,251
971
$149K ﹤0.01%
+3,256
972
$145K ﹤0.01%
+4,008
973
$145K ﹤0.01%
+2,216
974
$144K ﹤0.01%
+3,478
975
$143K ﹤0.01%
+930
37 38
39
40 41