CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $56B
1-Year Est. Return 20.35%
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
1
$666M 2.82%
11,387,860
-141,140
2
$604M 2.56%
14,277,676
-288,460
3
$550M 2.33%
6,430,260
-143,288
4
$522M 2.22%
19,701,092
+142,509
5
$466M 1.98%
4,361,591
-36,595
6
$416M 1.77%
23,234,402
+308,003
7
$384M 1.63%
7,348,200
-184,880
8
$305M 1.29%
1,609,581
-20,880
9
$293M 1.24%
2,570,066
-21,738
10
$291M 1.24%
2,040,937
+144,911
11
$290M 1.23%
2,077,855
+17,815
12
$282M 1.2%
6,438,774
+6,348,768
13
$261M 1.11%
6,724,977
+1,032,283
14
$260M 1.1%
6,496,986
-137,858
15
$260M 1.1%
7,330,465
+273,710
16
$236M 1%
1,556,809
-16,975
17
$234M 0.99%
11,295,080
-2,044,644
18
$232M 0.99%
13,459,060
+169,026
19
$227M 0.96%
5,915,364
-63,835
20
$222M 0.94%
1,850,495
-17,192
21
$217M 0.92%
3,064,856
-84,446
22
$217M 0.92%
982,244
-20,662
23
$216M 0.92%
10,453,967
+3,784,088
24
$213M 0.9%
2,860,468
-9,434
25
$203M 0.86%
3,342,108
-51,578
1
2 3 4 5