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
1526
$11K ﹤0.01%
+200
1527
$11K ﹤0.01%
+98
1528
$11K ﹤0.01%
+504
1529
$11K ﹤0.01%
+500
1530
$11K ﹤0.01%
+1,686
1531
$11K ﹤0.01%
+1,270
1532
$11K ﹤0.01%
+700
1533
$11K ﹤0.01%
+250
1534
$11K ﹤0.01%
+140
1535
$11K ﹤0.01%
+600
1536
$11K ﹤0.01%
+1,700
1537
$11K ﹤0.01%
+286
1538
$10K ﹤0.01%
+400
1539
$10K ﹤0.01%
522
-49,388
1540
$10K ﹤0.01%
+677
1541
$10K ﹤0.01%
155
-14,787
1542
$10K ﹤0.01%
+80
1543
$10K ﹤0.01%
+400
1544
$10K ﹤0.01%
+400
1545
$10K ﹤0.01%
+218
1546
$10K ﹤0.01%
+500
1547
$10K ﹤0.01%
+362
1548
$10K ﹤0.01%
+142
1549
$10K ﹤0.01%
+150
1550
$10K ﹤0.01%
+1,300
60 61
62
63 64