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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.34M 0.06%
76,075
+24,502
227
$8.3M 0.06%
167,212
+6,510
228
$8.28M 0.06%
315,667
-81,110
229
$8.26M 0.06%
2,014,096
230
$8.25M 0.06%
36,470
-1,624
231
$8.18M 0.06%
80,896
-94
232
$8.08M 0.06%
150,106
-14,259
233
$7.96M 0.06%
139,202
-3,215
234
$7.86M 0.06%
46,145
+2,472
235
$7.84M 0.06%
17,374
+988
236
$7.82M 0.06%
600,000
237
$7.71M 0.06%
54,665
+3,481
238
$7.67M 0.06%
101,822
+7,436
239
$7.65M 0.06%
66,011
+4,281
240
$7.59M 0.06%
160,224
-24,908
241
$7.44M 0.05%
64,508
+453
242
$7.32M 0.05%
+63,785
243
$7.3M 0.05%
117,154
+6,118
244
$7.12M 0.05%
165,759
-6,958
245
$7.05M 0.05%
87,657
+2,167
246
$7M 0.05%
482,751
-10,210
247
$6.96M 0.05%
40,261
+2,584
248
$6.94M 0.05%
35,965
+2,018
249
$6.86M 0.05%
+74,194
250
$6.83M 0.05%
119,926
+6,489
8 9
10
11 12