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
1601
$8K ﹤0.01%
+462
1602
$8K ﹤0.01%
+102
1603
$8K ﹤0.01%
+197
1604
$8K ﹤0.01%
+240
1605
$8K ﹤0.01%
+231
1606
$8K ﹤0.01%
+333
1607
$8K ﹤0.01%
126
+1
1608
$8K ﹤0.01%
+2,450
1609
$8K ﹤0.01%
+125
1610
$8K ﹤0.01%
+330
1611
$8K ﹤0.01%
+172
1612
$8K ﹤0.01%
+455
1613
$8K ﹤0.01%
+140
1614
$8K ﹤0.01%
+549
1615
$7K ﹤0.01%
+99
1616
$7K ﹤0.01%
+300
1617
$7K ﹤0.01%
+193
1618
$7K ﹤0.01%
+88
1619
$7K ﹤0.01%
+441
1620
$7K ﹤0.01%
+126
1621
$7K ﹤0.01%
+176
1622
$7K ﹤0.01%
+225
1623
$7K ﹤0.01%
+121
1624
$7K ﹤0.01%
+1,000
1625
$7K ﹤0.01%
+115