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
1376
$23K ﹤0.01%
+560
1377
$23K ﹤0.01%
+526
1378
$23K ﹤0.01%
+542
1379
$23K ﹤0.01%
+527
1380
$23K ﹤0.01%
+2,000
1381
$23K ﹤0.01%
+716
1382
$23K ﹤0.01%
+225
1383
$23K ﹤0.01%
+1,380
1384
$23K ﹤0.01%
+236
1385
$23K ﹤0.01%
+500
1386
$23K ﹤0.01%
+263
1387
$23K ﹤0.01%
+367
1388
$23K ﹤0.01%
771
-28,663
1389
$22K ﹤0.01%
+396
1390
$22K ﹤0.01%
+300
1391
$22K ﹤0.01%
+309
1392
$22K ﹤0.01%
+487
1393
$22K ﹤0.01%
+875
1394
$21K ﹤0.01%
408
-10,000
1395
$21K ﹤0.01%
+4,968
1396
$21K ﹤0.01%
+800
1397
$21K ﹤0.01%
+485
1398
$21K ﹤0.01%
+401
1399
$21K ﹤0.01%
+357
1400
$20K ﹤0.01%
+499
54 55
56
57 58