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
2001
– –
-29,200
2002
$0 ﹤0.01%
+11
2003
$0 ﹤0.01%
+16
2004
$0 ﹤0.01%
+1
2005
$0 ﹤0.01%
+6
2006
$0 ﹤0.01%
+12
2007
– –
-272,037
2008
– –
-214,431
2009
– –
-2,487,473
2010
$0 ﹤0.01%
+7
2011
– –
-50,385
2012
– –
-15,195
2013
$0 ﹤0.01%
+8
2014
$0 ﹤0.01%
+10
2015
$0 ﹤0.01%
+10
2016
– –
-7,498
2017
$0 ﹤0.01%
+4
2018
$0 ﹤0.01%
+3
2019
$0 ﹤0.01%
+26
2020
– –
-10,800
2021
– –
0
2022
$0 ﹤0.01%
+1
2023
$0 ﹤0.01%
+10
2024
$0 ﹤0.01%
+14
2025
– –
-1,000
78 79 80
81
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