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
1326
$29K ﹤0.01%
+1,680
1327
$29K ﹤0.01%
+2,050
1328
$29K ﹤0.01%
+960
1329
$29K ﹤0.01%
+1,225
1330
$29K ﹤0.01%
+1,235
1331
$29K ﹤0.01%
+1,000
1332
$29K ﹤0.01%
+1,281
1333
$28K ﹤0.01%
+509
1334
$28K ﹤0.01%
+700
1335
$28K ﹤0.01%
+410
1336
$28K ﹤0.01%
+403
1337
$28K ﹤0.01%
+830
1338
$27K ﹤0.01%
900
-6,000
1339
$27K ﹤0.01%
+425
1340
$27K ﹤0.01%
+205
1341
$27K ﹤0.01%
+520
1342
$27K ﹤0.01%
+178
1343
$27K ﹤0.01%
+10,000
1344
$27K ﹤0.01%
+1,000
1345
$27K ﹤0.01%
+3,171
1346
$27K ﹤0.01%
+1,313
1347
$27K ﹤0.01%
+400
1348
$27K ﹤0.01%
+4,161
1349
$27K ﹤0.01%
+1,467
1350
$26K ﹤0.01%
+3,000
52 53
54
55 56