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
1026
$106K ﹤0.01%
+2,510
1027
$106K ﹤0.01%
+2,028
1028
$106K ﹤0.01%
+1,814
1029
$105K ﹤0.01%
+4,613
1030
$104K ﹤0.01%
+2,383
1031
$104K ﹤0.01%
+4,252
1032
$104K ﹤0.01%
1,153
-9,249
1033
$103K ﹤0.01%
+3,252
1034
$103K ﹤0.01%
+3,828
1035
$103K ﹤0.01%
+4,287
1036
$102K ﹤0.01%
+2,698
1037
$102K ﹤0.01%
+1,443
1038
$101K ﹤0.01%
7,886
-39,373
1039
$101K ﹤0.01%
+1,323
1040
$100K ﹤0.01%
+3,031
1041
$100K ﹤0.01%
+6,060
1042
$100K ﹤0.01%
+729
1043
$100K ﹤0.01%
+2,158
1044
$98K ﹤0.01%
+2,375
1045
$98K ﹤0.01%
+2,330
1046
$97K ﹤0.01%
+8
1047
$97K ﹤0.01%
+2,000
1048
$97K ﹤0.01%
+1,000
1049
$96K ﹤0.01%
+1,518
1050
$96K ﹤0.01%
+1,818
40 41
42
43 44