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
1176
$51K ﹤0.01%
+1,223
1177
$51K ﹤0.01%
+4,980
1178
$51K ﹤0.01%
+1,182
1179
$51K ﹤0.01%
+1,500
1180
$51K ﹤0.01%
2,105
-56,359
1181
$51K ﹤0.01%
+2,439
1182
$51K ﹤0.01%
+452
1183
$51K ﹤0.01%
+2,000
1184
$51K ﹤0.01%
+8,940
1185
$50K ﹤0.01%
+2,038
1186
$50K ﹤0.01%
+4,840
1187
$50K ﹤0.01%
+698
1188
$49K ﹤0.01%
+1,297
1189
$49K ﹤0.01%
+2,962
1190
$49K ﹤0.01%
349
-14,410
1191
$49K ﹤0.01%
+4,000
1192
$49K ﹤0.01%
+1,200
1193
$49K ﹤0.01%
+2,240
1194
$49K ﹤0.01%
+1,500
1195
$49K ﹤0.01%
+1,604
1196
$49K ﹤0.01%
+316
1197
$49K ﹤0.01%
+2,610
1198
$49K ﹤0.01%
+1,000
1199
$48K ﹤0.01%
+1,021
1200
$48K ﹤0.01%
+2,597
46 47
48
49 50