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
2026
$0 ﹤0.01%
+35
2027
$0 ﹤0.01%
+30
2028
$0 ﹤0.01%
+120
2029
$0 ﹤0.01%
+100
2030
0
2031
$0 ﹤0.01%
+50
2032
$0 ﹤0.01%
+20
2033
$0 ﹤0.01%
+1
2034
-14,382
2035
$0 ﹤0.01%
+18
2036
$0 ﹤0.01%
+1,250
2037
$0 ﹤0.01%
+2