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
176
$27.4M 0.12%
926,818
+52,927
177
$27.2M 0.12%
177,806
-1,450
178
$27M 0.11%
37,985
-244
179
$25.5M 0.11%
218,123
+909
180
$25.1M 0.11%
1,788,275
-131,320
181
$25M 0.11%
355,422
+30,453
182
$24.8M 0.11%
404,099
-8,561
183
$24.8M 0.11%
132,995
-2,046
184
$24.5M 0.1%
1,012,918
+996,690
185
$24.1M 0.1%
932,155
+62
186
$23.8M 0.1%
296,024
+8,260
187
$23.5M 0.1%
138,517
+1,237
188
$23.3M 0.1%
158,832
+3,443
189
$23.2M 0.1%
343,771
+6,705
190
$23.1M 0.1%
215,463
+813
191
$23.1M 0.1%
117,210
+4,741
192
$23M 0.1%
340,627
+2,573
193
$22.7M 0.1%
269,524
+7,371
194
$22.2M 0.09%
85,610
+1,328
195
$22.1M 0.09%
162,678
-1,023
196
$21.7M 0.09%
473,473
+80,574
197
$21.5M 0.09%
123,574
-468
198
$21.4M 0.09%
261,182
+4,932
199
$20.7M 0.09%
804,882
+47,436
200
$20.6M 0.09%
221,202
-7,390
6 7
8
9 10