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
1001
$124K ﹤0.01%
+1,115
1002
$121K ﹤0.01%
+4,883
1003
$121K ﹤0.01%
+2,340
1004
$120K ﹤0.01%
+2,220
1005
$119K ﹤0.01%
+3,960
1006
$119K ﹤0.01%
+2,245
1007
$118K ﹤0.01%
+1,033
1008
$116K ﹤0.01%
+3,978
1009
$116K ﹤0.01%
+2,431
1010
$114K ﹤0.01%
+2,700
1011
$114K ﹤0.01%
+3,474
1012
$113K ﹤0.01%
+5,742
1013
$113K ﹤0.01%
+3,958
1014
$113K ﹤0.01%
+3,685
1015
$113K ﹤0.01%
+3,400
1016
$112K ﹤0.01%
+5,000
1017
$112K ﹤0.01%
+850
1018
$112K ﹤0.01%
+2,420
1019
$112K ﹤0.01%
650
-23,596
1020
$110K ﹤0.01%
+4,120
1021
$110K ﹤0.01%
+2,268
1022
$109K ﹤0.01%
3,136
-36,539
1023
$108K ﹤0.01%
50,000
1024
$107K ﹤0.01%
+2,700
1025
$106K ﹤0.01%
+1,692
39 40
41
42 43