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
1801
$2K ﹤0.01%
+9
1802
$2K ﹤0.01%
+100
1803
$2K ﹤0.01%
+100
1804
$2K ﹤0.01%
+530
1805
$2K ﹤0.01%
+9
1806
$2K ﹤0.01%
+100
1807
$2K ﹤0.01%
+80
1808
$2K ﹤0.01%
+100
1809
$2K ﹤0.01%
+100
1810
$2K ﹤0.01%
+24
1811
$2K ﹤0.01%
+75
1812
$2K ﹤0.01%
+223
1813
$2K ﹤0.01%
+14
1814
$2K ﹤0.01%
+47
1815
$2K ﹤0.01%
+25
1816
$2K ﹤0.01%
+59
1817
$2K ﹤0.01%
+80
1818
$2K ﹤0.01%
+30
1819
$2K ﹤0.01%
+95
1820
$2K ﹤0.01%
+140
1821
$2K ﹤0.01%
+30
1822
$2K ﹤0.01%
+19
1823
$2K ﹤0.01%
+16
1824
$2K ﹤0.01%
+5
1825
$2K ﹤0.01%
+24
71 72
73
74 75