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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$7.46M 0.06%
288,639
-107,261
227
$7.4M 0.06%
121,104
+59,069
228
$7.3M 0.06%
472,630
-1,413,290
229
$7.25M 0.06%
218,747
+8,374
230
$7.21M 0.06%
71,305
+1,871
231
$7.12M 0.06%
146,235
-3,164
232
$7.07M 0.05%
637,633
+237,633
233
$7.04M 0.05%
1,370,687
+379,643
234
$6.97M 0.05%
83,642
+1,603
235
$6.92M 0.05%
85,163
+1,247
236
$6.86M 0.05%
147,033
+951
237
$6.84M 0.05%
55,068
+1,265
238
$6.83M 0.05%
+123,954
239
$6.82M 0.05%
852,000
-805,020
240
$6.69M 0.05%
58,621
+3,229
241
$6.65M 0.05%
123,550
+2,187
242
$6.45M 0.05%
114,578
-1,866
243
$6.43M 0.05%
47,797
-1,922
244
$6.25M 0.05%
26,793
-41,432
245
$6.2M 0.05%
31,995
+542
246
$6.02M 0.05%
104,849
+7,543
247
$5.89M 0.05%
126,055
+8,279
248
$5.86M 0.05%
73,885
+2,946
249
$5.8M 0.04%
165,587
+3,912
250
$5.7M 0.04%
223,222
-1,088,320
8 9
10
11 12