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
1701
$5K ﹤0.01%
+62
1702
$5K ﹤0.01%
+250
1703
$5K ﹤0.01%
+10
1704
$5K ﹤0.01%
+100
1705
$5K ﹤0.01%
+1,204
1706
$5K ﹤0.01%
+252
1707
$5K ﹤0.01%
+165
1708
$5K ﹤0.01%
+226
1709
$5K ﹤0.01%
+75
1710
$5K ﹤0.01%
60
-12,600
1711
$5K ﹤0.01%
+3,362
1712
$4K ﹤0.01%
+2,000
1713
$4K ﹤0.01%
+146
1714
$4K ﹤0.01%
+100
1715
$4K ﹤0.01%
+3
1716
$4K ﹤0.01%
+75
1717
$4K ﹤0.01%
+100
1718
$4K ﹤0.01%
+105
1719
$4K ﹤0.01%
+182
1720
$4K ﹤0.01%
+505
1721
$4K ﹤0.01%
+116
1722
$4K ﹤0.01%
+178
1723
$4K ﹤0.01%
+20
1724
$4K ﹤0.01%
+295
1725
$4K ﹤0.01%
+40
67 68
69
70 71