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
1726
$4K ﹤0.01%
+100
1727
$4K ﹤0.01%
+429
1728
$4K ﹤0.01%
+1,000
1729
$4K ﹤0.01%
+156
1730
$4K ﹤0.01%
+225
1731
$4K ﹤0.01%
+119
1732
$4K ﹤0.01%
+47
1733
$4K ﹤0.01%
+80
1734
– –
-3
1735
$4K ﹤0.01%
+100
1736
$4K ﹤0.01%
+100
1737
$4K ﹤0.01%
+300
1738
$4K ﹤0.01%
+152
1739
$4K ﹤0.01%
+250
1740
$4K ﹤0.01%
+99
1741
$4K ﹤0.01%
+198
1742
$4K ﹤0.01%
13,518
1743
$4K ﹤0.01%
+102
1744
$4K ﹤0.01%
+250
1745
$4K ﹤0.01%
+312
1746
$4K ﹤0.01%
+1,300
1747
$4K ﹤0.01%
+200
1748
$4K ﹤0.01%
+148
1749
$4K ﹤0.01%
+5,000
1750
$4K ﹤0.01%
+45
68 69
70
71 72