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
126
$51.7M 0.22%
843,675
+225,071
127
$51.7M 0.22%
297,023
+10,942
128
$51M 0.22%
1,128,595
-12,414
129
$50.8M 0.22%
3,935,766
-126,361
130
$50.8M 0.22%
1,024,245
-1,522,006
131
$50.4M 0.21%
935,719
-2,041
132
$49.5M 0.21%
2,306,963
-34,438
133
$47.6M 0.2%
517,707
+19,615
134
$47.3M 0.2%
1,411,594
-12,100
135
$47.2M 0.2%
438,832
+2,029
136
$46.9M 0.2%
272,574
+140,700
137
$46.8M 0.2%
400,846
-3,988
138
$45.4M 0.19%
888,125
+25,545
139
$45.2M 0.19%
1,555,623
+35,555
140
$43.5M 0.18%
1,267,161
+8,982
141
$42M 0.18%
459,111
-18,936
142
$41.6M 0.18%
246,501
-2,903
143
$41.1M 0.17%
657,538
-3,949
144
$40.8M 0.17%
355,404
-2,202
145
$40.6M 0.17%
248,827
-1,230
146
$40.6M 0.17%
262,407
+189,872
147
$40.6M 0.17%
3,570,400
148
$39.5M 0.17%
236,590
-7,027
149
$39.1M 0.17%
285,019
-2,218
150
$39M 0.17%
263,615
+148,757
4 5
6
7 8