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
1576
$9K ﹤0.01%
+167
1577
$9K ﹤0.01%
+1,350
1578
$9K ﹤0.01%
+12
1579
$9K ﹤0.01%
+549
1580
$9K ﹤0.01%
+900
1581
$9K ﹤0.01%
+100
1582
$9K ﹤0.01%
+224
1583
$9K ﹤0.01%
+244
1584
$9K ﹤0.01%
+250
1585
$9K ﹤0.01%
+116
1586
$9K ﹤0.01%
+119
1587
$9K ﹤0.01%
+100
1588
$9K ﹤0.01%
+438
1589
$9K ﹤0.01%
+673
1590
$9K ﹤0.01%
+800
1591
$9K ﹤0.01%
+500
1592
$9K ﹤0.01%
+700
1593
$9K ﹤0.01%
195
-15,500
1594
$9K ﹤0.01%
+260
1595
$9K ﹤0.01%
+130
1596
$8K ﹤0.01%
+385
1597
$8K ﹤0.01%
+250
1598
$8K ﹤0.01%
147
-21,360
1599
$8K ﹤0.01%
+153
1600
$8K ﹤0.01%
+448