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
1276
$35K ﹤0.01%
1,002
-13,509
1277
$34K ﹤0.01%
+3,886
1278
$34K ﹤0.01%
+1,372
1279
$34K ﹤0.01%
+800
1280
$34K ﹤0.01%
656
-18,640
1281
$34K ﹤0.01%
+868
1282
$34K ﹤0.01%
+350
1283
$34K ﹤0.01%
+3,176
1284
$34K ﹤0.01%
+930
1285
$34K ﹤0.01%
+2,000
1286
$34K ﹤0.01%
+1,000
1287
$34K ﹤0.01%
+1,104
1288
$33K ﹤0.01%
+1,956
1289
$33K ﹤0.01%
+1,236
1290
$33K ﹤0.01%
+450
1291
$33K ﹤0.01%
1,143
-51,382
1292
$33K ﹤0.01%
+589
1293
$33K ﹤0.01%
+2,000
1294
– –
0
1295
$33K ﹤0.01%
+1,141
1296
$33K ﹤0.01%
+1,750
1297
$33K ﹤0.01%
+1,083
1298
$32K ﹤0.01%
+985
1299
$32K ﹤0.01%
+650
1300
$32K ﹤0.01%
+1,000
50 51
52
53 54