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
1851
$1K ﹤0.01%
+58
1852
$1K ﹤0.01%
+26
1853
$1K ﹤0.01%
+74
1854
$1K ﹤0.01%
+6
1855
$1K ﹤0.01%
+93
1856
$1K ﹤0.01%
+65
1857
$1K ﹤0.01%
+12
1858
$1K ﹤0.01%
+100
1859
$1K ﹤0.01%
+22
1860
$1K ﹤0.01%
+26
1861
$1K ﹤0.01%
+30
1862
$1K ﹤0.01%
+35
1863
$1K ﹤0.01%
+200
1864
$1K ﹤0.01%
+688
1865
$1K ﹤0.01%
+19
1866
$1K ﹤0.01%
+8
1867
$1K ﹤0.01%
+21
1868
$1K ﹤0.01%
+16
1869
$1K ﹤0.01%
+50
1870
$1K ﹤0.01%
+265
1871
$1K ﹤0.01%
+90
1872
$1K ﹤0.01%
+48
1873
$1K ﹤0.01%
+700
1874
$1K ﹤0.01%
+100
1875
– –
0
73 74
75
76 77