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
76
$94.9M 0.4%
467,299
-8,264
77
$94.4M 0.4%
3,127,238
+167,479
78
$93.6M 0.4%
1,572,554
-21,580
79
$92.4M 0.39%
632,378
+25,436
80
$91.5M 0.39%
1,212,557
-19,943
81
$90.7M 0.38%
535,161
+7,135
82
$89.4M 0.38%
923,923
-92,172
83
$87.2M 0.37%
878,038
-16,202
84
$86.4M 0.37%
5,866,192
+1,584,928
85
$86.2M 0.37%
1,237,696
-23,310
86
$82.4M 0.35%
3,000,721
+1,214,736
87
$82.3M 0.35%
1,368,737
+1,092,759
88
$82M 0.35%
674,091
-18,909
89
$81.4M 0.35%
403,397
-5,122
90
$79.5M 0.34%
485,982
-216,387
91
$77.7M 0.33%
835,005
-418,688
92
$77.2M 0.33%
1,502,053
+9,738
93
$76.7M 0.33%
433,381
-3,142
94
$76.3M 0.32%
441,488
-65,005
95
$75.8M 0.32%
905,837
+54,063
96
$75.8M 0.32%
2,736,063
+625,106
97
$75.4M 0.32%
722,776
-177,277
98
$75.2M 0.32%
390,765
+9,025
99
$74.6M 0.32%
793,231
+100,360
100
$74.3M 0.32%
1,769,315
+433,269
2 3
4
5 6