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
1926
– –
0
1927
– –
0
1928
$0 ﹤0.01%
+54
1929
$0 ﹤0.01%
+3
1930
– –
-25,598
1931
$0 ﹤0.01%
+2
1932
$0 ﹤0.01%
+200
1933
$0 ﹤0.01%
+10
1934
– –
-7,498
1935
$0 ﹤0.01%
+5
1936
– –
-60,577
1937
– –
-29,300
1938
– –
-16,598
1939
– –
0
1940
$0 ﹤0.01%
+11
1941
$0 ﹤0.01%
+26
1942
$0 ﹤0.01%
+20
1943
– –
-7,487
1944
– –
-15,195
1945
$0 ﹤0.01%
+8
1946
$0 ﹤0.01%
+10
1947
– –
-466,136
1948
– –
-10,000
1949
$0 ﹤0.01%
+8
1950
$0 ﹤0.01%
+125
76 77
78
79 80