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
1401
$20K ﹤0.01%
+1,800
1402
$20K ﹤0.01%
+927
1403
$20K ﹤0.01%
+980
1404
$20K ﹤0.01%
169
-11,328
1405
$20K ﹤0.01%
+246
1406
$20K ﹤0.01%
269
-25,474
1407
$20K ﹤0.01%
+1,000
1408
$20K ﹤0.01%
+530
1409
$20K ﹤0.01%
+435
1410
$20K ﹤0.01%
+518
1411
$20K ﹤0.01%
547
-29,609
1412
$20K ﹤0.01%
+1,000
1413
$19K ﹤0.01%
+500
1414
$19K ﹤0.01%
+1,000
1415
$19K ﹤0.01%
+653
1416
$19K ﹤0.01%
+624
1417
$19K ﹤0.01%
+650
1418
$19K ﹤0.01%
+700
1419
$19K ﹤0.01%
+776
1420
$19K ﹤0.01%
+2,024
1421
$18K ﹤0.01%
+847
1422
$18K ﹤0.01%
+2,417
1423
$18K ﹤0.01%
+382
1424
$18K ﹤0.01%
+200
1425
$18K ﹤0.01%
+264
55 56
57
58 59