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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.75M 0.06%
108,444
-840
227
$7.61M 0.06%
88,821
+2,033
228
$7.57M 0.06%
149,399
-350
229
$7.29M 0.06%
210,373
-3,368
230
$7.25M 0.06%
82,039
+843
231
$7.19M 0.06%
149,098
-4,068
232
$7.16M 0.06%
36,304
+562
233
$7.11M 0.06%
123,267
+1,559
234
$7.04M 0.06%
278,946
-3,736
235
$6.83M 0.05%
37,284
+525
236
$6.77M 0.05%
76,058
-24
237
$6.65M 0.05%
54,866
-53,426
238
$6.53M 0.05%
83,916
+5,317
239
$6.45M 0.05%
69,434
+500
240
$6.41M 0.05%
72,928
+93
241
$6.41M 0.05%
116,444
+4,950
242
$6.37M 0.05%
53,803
+417
243
$6.33M 0.05%
49,719
-545
244
$6.32M 0.05%
348,419
-44,281
245
$6.28M 0.05%
191,895
-58,933
246
$6.27M 0.05%
545,916
+33,160
247
$6.2M 0.05%
188,163
+689
248
$6.1M 0.05%
121,363
+1,345
249
$6.09M 0.05%
160,947
+5,352
250
$5.96M 0.05%
52,299
+5,760
8 9
10
11 12