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
1051
$95K ﹤0.01%
+800
1052
$94K ﹤0.01%
+552
1053
$94K ﹤0.01%
20,221
1054
$94K ﹤0.01%
+1,125
1055
$93K ﹤0.01%
+3,846
1056
$92K ﹤0.01%
+1,079
1057
$92K ﹤0.01%
1,432
-474
1058
$92K ﹤0.01%
+4,200
1059
$91K ﹤0.01%
+2,204
1060
$91K ﹤0.01%
+16,312
1061
$88K ﹤0.01%
+6,176
1062
$87K ﹤0.01%
+6,650
1063
$86K ﹤0.01%
2,143
-4,511
1064
$85K ﹤0.01%
+2,510
1065
$84K ﹤0.01%
+1,521
1066
$84K ﹤0.01%
+5,662
1067
$84K ﹤0.01%
+7,036
1068
$82K ﹤0.01%
+3,019
1069
$82K ﹤0.01%
+4,599
1070
$82K ﹤0.01%
+600
1071
$81K ﹤0.01%
2,050
-100
1072
$81K ﹤0.01%
+1,441
1073
$81K ﹤0.01%
+785
1074
$81K ﹤0.01%
+968
1075
$81K ﹤0.01%
+1,000
41 42
43
44 45