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
151
$37.9M 0.16%
509,715
-3,884
152
$37.8M 0.16%
996,900
-162,045
153
$37.6M 0.16%
1,682,788
+806,677
154
$37.4M 0.16%
1,252,641
-192,126
155
$37.3M 0.16%
546,661
+273,233
156
$36.1M 0.15%
317,188
-2,416
157
$36M 0.15%
236,192
-3,084
158
$34M 0.14%
252,098
-6,307
159
$33.9M 0.14%
1,071,988
+46,692
160
$33.6M 0.14%
401,228
-1,031,349
161
$33.5M 0.14%
1,698,345
+372,971
162
$32.8M 0.14%
320,946
-1,210
163
$32.6M 0.14%
709,893
-8,414
164
$32.4M 0.14%
373,651
-58,167
165
$32.2M 0.14%
258,987
+9,288
166
$31.2M 0.13%
1,420,211
-1,515,246
167
$30.7M 0.13%
466,516
-8,716
168
$30.1M 0.13%
651,694
+25,169
169
$29.6M 0.13%
646,383
+43,549
170
$29.4M 0.12%
345,974
-132,450
171
$29.4M 0.12%
893,997
+32,565
172
$28.8M 0.12%
2,105,876
+1,900,232
173
$28.4M 0.12%
265,022
-6,034
174
$28.2M 0.12%
942,200
-494,851
175
$27.9M 0.12%
378,768
+4,525
5 6
7
8 9