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
1476
$14K ﹤0.01%
+173
1477
$14K ﹤0.01%
+100
1478
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+490
1479
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+18
1480
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+500
1481
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1482
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+970
1483
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1484
$14K ﹤0.01%
+1,420
1485
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+2,500
1486
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+266
1487
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+490
1488
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+8
1489
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+2,996
1490
$13K ﹤0.01%
+258
1491
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+337
1492
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+520
1493
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+500
1494
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+395
1495
$13K ﹤0.01%
+260
1496
$13K ﹤0.01%
+390
1497
$13K ﹤0.01%
+1,077
1498
$13K ﹤0.01%
+400
1499
$12K ﹤0.01%
+158
1500
$12K ﹤0.01%
+200
58 59
60
61 62