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
1076
$81K ﹤0.01%
+5,000
1077
$80K ﹤0.01%
+700
1078
$80K ﹤0.01%
+1,500
1079
$78K ﹤0.01%
+126
1080
$77K ﹤0.01%
+400
1081
$77K ﹤0.01%
+8,249
1082
$77K ﹤0.01%
+4,395
1083
$76K ﹤0.01%
+993
1084
$76K ﹤0.01%
+1,134
1085
$76K ﹤0.01%
+3,300
1086
$75K ﹤0.01%
+1,500
1087
$75K ﹤0.01%
+1,000
1088
$75K ﹤0.01%
+900
1089
$74K ﹤0.01%
+2,435
1090
$74K ﹤0.01%
+3,645
1091
$74K ﹤0.01%
+1,349
1092
$74K ﹤0.01%
+3,150
1093
$73K ﹤0.01%
+1,930
1094
$73K ﹤0.01%
+1,146
1095
$73K ﹤0.01%
+242
1096
$72K ﹤0.01%
+797
1097
$72K ﹤0.01%
+2,171
1098
$71K ﹤0.01%
+7,733
1099
$70K ﹤0.01%
+1,100
1100
$70K ﹤0.01%
+1,914
42 43
44
45 46