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
1876
$1K ﹤0.01%
+16
1877
$1K ﹤0.01%
+500
1878
$1K ﹤0.01%
+25
1879
$1K ﹤0.01%
+51
1880
$1K ﹤0.01%
+9
1881
$1K ﹤0.01%
+151
1882
$1K ﹤0.01%
+64
1883
$1K ﹤0.01%
+19
1884
$1K ﹤0.01%
+11
1885
$1K ﹤0.01%
+375
1886
$1K ﹤0.01%
+6
1887
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+9
1888
$1K ﹤0.01%
+1,000
1889
$1K ﹤0.01%
+39
1890
$1K ﹤0.01%
+27
1891
$1K ﹤0.01%
+110
1892
$1K ﹤0.01%
+700
1893
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+82
1894
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+160
1895
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+200
1896
$1K ﹤0.01%
+10
1897
$1K ﹤0.01%
+26
1898
$1K ﹤0.01%
+600
1899
$1K ﹤0.01%
+43
1900
$1K ﹤0.01%
+88
74 75
76
77 78