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%
+11
1902
$1K ﹤0.01%
+375
1903
$1K ﹤0.01%
+6
1904
$1K ﹤0.01%
+9
1905
$1K ﹤0.01%
+1,000
1906
$1K ﹤0.01%
+39
1907
$1K ﹤0.01%
+27
1908
$1K ﹤0.01%
+110
1909
$1K ﹤0.01%
+700
1910
$1K ﹤0.01%
+82
1911
$1K ﹤0.01%
+160
1912
$1K ﹤0.01%
+200
1913
$1K ﹤0.01%
+10
1914
$1K ﹤0.01%
+26
1915
$1K ﹤0.01%
+88
1916
– –
-54,214
1917
$0 ﹤0.01%
+50
1918
$0 ﹤0.01%
+2
1919
$0 ﹤0.01%
+6
1920
$0 ﹤0.01%
+19
1921
$0 ﹤0.01%
+25
1922
– –
-14,487
1923
$0 ﹤0.01%
+2
1924
$0 ﹤0.01%
+12
1925
$0 ﹤0.01%
+30
75 76
77
78 79