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
1751
$4K ﹤0.01%
+339
1752
$4K ﹤0.01%
+100
1753
$4K ﹤0.01%
+500
1754
$4K ﹤0.01%
+201
1755
$4K ﹤0.01%
+83
1756
$4K ﹤0.01%
+72
1757
$4K ﹤0.01%
+350
1758
$4K ﹤0.01%
+142
1759
$4K ﹤0.01%
+100
1760
$3K ﹤0.01%
+59
1761
$3K ﹤0.01%
+300
1762
$3K ﹤0.01%
+24
1763
$3K ﹤0.01%
+90
1764
$3K ﹤0.01%
+81
1765
$3K ﹤0.01%
+148
1766
$3K ﹤0.01%
+100
1767
$3K ﹤0.01%
+33
1768
$3K ﹤0.01%
+125
1769
$3K ﹤0.01%
+6
1770
$3K ﹤0.01%
+100
1771
$3K ﹤0.01%
+130
1772
$3K ﹤0.01%
+90
1773
– –
0
1774
$3K ﹤0.01%
+250
1775
$3K ﹤0.01%
+24
69 70
71
72 73