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
1151
$57K ﹤0.01%
382
-11,352
1152
$57K ﹤0.01%
+1,000
1153
$57K ﹤0.01%
+2,358
1154
$57K ﹤0.01%
+1,015
1155
$56K ﹤0.01%
+3,051
1156
$56K ﹤0.01%
+1,542
1157
$56K ﹤0.01%
+2,993
1158
$56K ﹤0.01%
+860
1159
$56K ﹤0.01%
+1,470
1160
$56K ﹤0.01%
+1,920
1161
$56K ﹤0.01%
+550
1162
$55K ﹤0.01%
+1,781
1163
$55K ﹤0.01%
+2,145
1164
$55K ﹤0.01%
+3,656
1165
$55K ﹤0.01%
+3,824
1166
$54K ﹤0.01%
983
-18,109
1167
$54K ﹤0.01%
+1,010
1168
$54K ﹤0.01%
+2,200
1169
$54K ﹤0.01%
147
1170
$53K ﹤0.01%
+5,479
1171
$53K ﹤0.01%
+420
1172
$52K ﹤0.01%
+545
1173
$52K ﹤0.01%
+1,108
1174
$52K ﹤0.01%
+6,280
1175
$52K ﹤0.01%
+1,600
45 46
47
48 49