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
976
$143K ﹤0.01%
6,952
-4,161
977
$143K ﹤0.01%
+8,000
978
$143K ﹤0.01%
+2,249
979
$141K ﹤0.01%
+5,200
980
$141K ﹤0.01%
+2,100
981
$141K ﹤0.01%
+7,500
982
$140K ﹤0.01%
+2,500
983
$139K ﹤0.01%
110,667
-2,000
984
$138K ﹤0.01%
+3,546
985
$138K ﹤0.01%
+2,925
986
$138K ﹤0.01%
13,483
987
$138K ﹤0.01%
+6,100
988
$135K ﹤0.01%
+2,800
989
$134K ﹤0.01%
10,000
-9,100
990
$133K ﹤0.01%
+2,100
991
$133K ﹤0.01%
+1,063
992
$131K ﹤0.01%
+3,835
993
$131K ﹤0.01%
+2,110
994
$131K ﹤0.01%
+2,437
995
$130K ﹤0.01%
+1,184
996
$130K ﹤0.01%
1,350
-157
997
$128K ﹤0.01%
+1,923
998
$127K ﹤0.01%
+1,437
999
$127K ﹤0.01%
+595
1000
$127K ﹤0.01%
+2,300
38 39
40
41 42