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
1451
$16K ﹤0.01%
+300
1452
$16K ﹤0.01%
+2,683
1453
$16K ﹤0.01%
+7,335
1454
$16K ﹤0.01%
+779
1455
$16K ﹤0.01%
+175
1456
$15K ﹤0.01%
+343
1457
$15K ﹤0.01%
+200
1458
$15K ﹤0.01%
+510
1459
$15K ﹤0.01%
+546
1460
$15K ﹤0.01%
+357
1461
$15K ﹤0.01%
+150
1462
$15K ﹤0.01%
+500
1463
$15K ﹤0.01%
175
-14,740
1464
$15K ﹤0.01%
545
-40,960
1465
$15K ﹤0.01%
+250
1466
$15K ﹤0.01%
+15,000
1467
$15K ﹤0.01%
+1,000
1468
$14K ﹤0.01%
+300
1469
$14K ﹤0.01%
+1,486
1470
$14K ﹤0.01%
25,000
1471
$14K ﹤0.01%
+627
1472
$14K ﹤0.01%
+260
1473
$14K ﹤0.01%
+1,000
1474
$14K ﹤0.01%
+365
1475
$14K ﹤0.01%
+1,235
57 58
59
60 61