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
1976
$0 ﹤0.01%
+4
1977
$0 ﹤0.01%
+1
1978
$0 ﹤0.01%
+12
1979
$0 ﹤0.01%
+30
1980
– –
0
1981
– –
0
1982
$0 ﹤0.01%
+54
1983
$0 ﹤0.01%
+11
1984
$0 ﹤0.01%
+26
1985
$0 ﹤0.01%
+20
1986
– –
-7,487
1987
$0 ﹤0.01%
+3
1988
– –
-25,598
1989
$0 ﹤0.01%
+200
1990
– –
-49,161
1991
$0 ﹤0.01%
+200
1992
$0 ﹤0.01%
+20
1993
– –
0
1994
– –
-10,000
1995
– –
-7,000
1996
– –
-77,810
1997
$0 ﹤0.01%
26
-908,705
1998
$0 ﹤0.01%
+10
1999
$0 ﹤0.01%
+16
2000
$0 ﹤0.01%
+5
78 79
80
81 82