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
201
$20.5M 0.09%
204,377
+1,433
202
$20.4M 0.09%
86,569
+497
203
$20.4M 0.09%
280,839
-765,351
204
$20.1M 0.09%
235,372
+4,798
205
$19.5M 0.08%
104,167
-4,018
206
$19.5M 0.08%
536,365
+18,462
207
$19.1M 0.08%
1,601,975
+416,087
208
$19.1M 0.08%
110,509
+25,312
209
$19M 0.08%
+883,351
210
$18.8M 0.08%
641,418
+15,228
211
$18.7M 0.08%
1,486,496
-3,915
212
$18.7M 0.08%
+911,275
213
$18.6M 0.08%
211,567
+682
214
$18.5M 0.08%
265,016
-3,527
215
$18.3M 0.08%
387,503
+338,245
216
$18M 0.08%
90,247
+10,020
217
$17.7M 0.08%
635,510
-20,810
218
$17.6M 0.07%
289,609
+4,065
219
$17.5M 0.07%
184,454
+5,979
220
$17.3M 0.07%
164,217
+5,882
221
$17.2M 0.07%
314,895
+30,472
222
$17.1M 0.07%
179,664
+3,561
223
$17M 0.07%
433,557
+10,617
224
$16.9M 0.07%
143,985
+2,209
225
$16.7M 0.07%
+460,543
7 8
9
10 11