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
101
$72.3M 0.31%
1,371,148
+640,649
102
$71.1M 0.3%
925,508
-46,596
103
$71.1M 0.3%
1,329,702
+243,123
104
$70.7M 0.3%
526,723
-21,381
105
$68.4M 0.29%
2,137,548
+225,996
106
$65.3M 0.28%
417,476
-3,010
107
$64.8M 0.27%
+541,209
108
$63.8M 0.27%
239,191
-1,509
109
$62.7M 0.27%
1,169,083
-159,292
110
$61.8M 0.26%
2,316,238
-70,429
111
$60.3M 0.26%
218,448
+48,176
112
$59.3M 0.25%
1,233,432
+48,171
113
$59.3M 0.25%
130,733
-738
114
$59.2M 0.25%
398,403
-16,062
115
$58.6M 0.25%
491,839
-3,917
116
$57.7M 0.24%
1,109,436
+18,232
117
$56.9M 0.24%
800,972
+3,365
118
$56.3M 0.24%
283,897
+4,328
119
$56M 0.24%
1,384,534
+4,423
120
$55.3M 0.23%
758,788
-44,624
121
$54.1M 0.23%
842,491
+43,232
122
$53.2M 0.23%
197,794
-19,031
123
$52.4M 0.22%
501,676
+99,091
124
$52.2M 0.22%
277,822
+4,482
125
$51.9M 0.22%
3,338,685
-61,896
3 4
5
6 7