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
1301
$32K ﹤0.01%
+700
1302
$32K ﹤0.01%
833
1303
$32K ﹤0.01%
617
-19,981
1304
$31K ﹤0.01%
+584
1305
$31K ﹤0.01%
+2,000
1306
$31K ﹤0.01%
+875
1307
$31K ﹤0.01%
+638
1308
$31K ﹤0.01%
+1,000
1309
$31K ﹤0.01%
+226
1310
$31K ﹤0.01%
+1,600
1311
$30K ﹤0.01%
+1,200
1312
$30K ﹤0.01%
+402
1313
$30K ﹤0.01%
+1,075
1314
$30K ﹤0.01%
+1,000
1315
$30K ﹤0.01%
+500
1316
$30K ﹤0.01%
+500
1317
$30K ﹤0.01%
+2,500
1318
$30K ﹤0.01%
+500
1319
$30K ﹤0.01%
+2,108
1320
$30K ﹤0.01%
+460
1321
$30K ﹤0.01%
+590
1322
$30K ﹤0.01%
+468
1323
$29K ﹤0.01%
+375
1324
$29K ﹤0.01%
+1,018
1325
$29K ﹤0.01%
+399
51 52
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