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
1826
$2K ﹤0.01%
+22
1827
$2K ﹤0.01%
+59
1828
$2K ﹤0.01%
+130
1829
$2K ﹤0.01%
+333
1830
$2K ﹤0.01%
+50
1831
$2K ﹤0.01%
+440
1832
$2K ﹤0.01%
+450
1833
$2K ﹤0.01%
+56
1834
$2K ﹤0.01%
+200
1835
$2K ﹤0.01%
+1,000
1836
$2K ﹤0.01%
+17
1837
$2K ﹤0.01%
+2,394
1838
$2K ﹤0.01%
+100
1839
$2K ﹤0.01%
+35
1840
$2K ﹤0.01%
+1,700
1841
$2K ﹤0.01%
+143
1842
$2K ﹤0.01%
+39
1843
$2K ﹤0.01%
+100
1844
$2K ﹤0.01%
+55
1845
$1K ﹤0.01%
+10
1846
$1K ﹤0.01%
+16
1847
$1K ﹤0.01%
+20
1848
$1K ﹤0.01%
+35
1849
$1K ﹤0.01%
+32
1850
$1K ﹤0.01%
150
-118,394
72 73
74
75 76