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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.16M 0.06%
+51,894
227
$7.09M 0.06%
+156,659
228
$7.08M 0.06%
+40,797
229
$7M 0.06%
+435,656
230
$6.95M 0.06%
+178,670
231
$6.94M 0.06%
+145,723
232
$6.92M 0.06%
+122,182
233
$6.87M 0.06%
+104,017
234
$6.85M 0.06%
+186,000
235
$6.79M 0.06%
+625,980
236
$6.7M 0.06%
+247,587
237
$6.65M 0.06%
+93,814
238
$6.57M 0.06%
+187,020
239
$6.55M 0.06%
+73,217
240
$6.49M 0.06%
+131,056
241
$6.36M 0.05%
+290,494
242
$6.35M 0.05%
+194,558
243
$6.34M 0.05%
+54,619
244
$6.25M 0.05%
+51,871
245
$6.18M 0.05%
+81,456
246
$6.13M 0.05%
+150,615
247
$6.12M 0.05%
+65,055
248
$6.09M 0.05%
+140,414
249
$5.93M 0.05%
+114,941
250
$5.87M 0.05%
+55,050
8 9
10
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