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
1901
$1K ﹤0.01%
+300
1902
$1K ﹤0.01%
+100
1903
$1K ﹤0.01%
+8
1904
$1K ﹤0.01%
+70
1905
$1K ﹤0.01%
+32
1906
$1K ﹤0.01%
+66
1907
$1K ﹤0.01%
+40
1908
$1K ﹤0.01%
+12
1909
$1K ﹤0.01%
+29
1910
$1K ﹤0.01%
+14
1911
$1K ﹤0.01%
+10
1912
$1K ﹤0.01%
+39
1913
$1K ﹤0.01%
+50
1914
$1K ﹤0.01%
+62
1915
$1K ﹤0.01%
+60
1916
– –
-466,136
1917
– –
-10,000
1918
$0 ﹤0.01%
+8
1919
$0 ﹤0.01%
+125
1920
$0 ﹤0.01%
+9
1921
$0 ﹤0.01%
+23
1922
– –
-3,333
1923
– –
-15,000
1924
– –
-18,650
1925
$0 ﹤0.01%
+2
75 76
77
78 79