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
1101
$70K ﹤0.01%
+405
1102
$70K ﹤0.01%
+4,144
1103
$69K ﹤0.01%
+925
1104
$68K ﹤0.01%
+1,260
1105
$68K ﹤0.01%
+2,143
1106
$67K ﹤0.01%
10,000
1107
$67K ﹤0.01%
+4,597
1108
$67K ﹤0.01%
+1,900
1109
$66K ﹤0.01%
+2,900
1110
$66K ﹤0.01%
+6,823
1111
$66K ﹤0.01%
+2,619
1112
$66K ﹤0.01%
+3,184
1113
$66K ﹤0.01%
+4,550
1114
$65K ﹤0.01%
15,589
1115
$65K ﹤0.01%
+1,500
1116
$65K ﹤0.01%
+4,000
1117
– –
0
1118
$64K ﹤0.01%
+28,900
1119
$63K ﹤0.01%
+790
1120
$63K ﹤0.01%
+4,702
1121
$63K ﹤0.01%
+697
1122
$62K ﹤0.01%
+423
1123
$61K ﹤0.01%
+2,687
1124
$61K ﹤0.01%
+343
1125
$61K ﹤0.01%
+1,567
43 44
45
46 47