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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.68M 0.06%
241,197
-288,803
227
$8.66M 0.06%
115,145
+2,704
228
$8.65M 0.06%
176,325
+9,348
229
$8.64M 0.06%
33,879
+760
230
$8.57M 0.06%
908,561
+19,032
231
$8.55M 0.06%
74,350
+1,941
232
$8.41M 0.06%
389,840
-46,659
233
$8.34M 0.06%
205,902
234
$8.21M 0.05%
248,076
-12,753
235
$8.18M 0.05%
+57,826
236
$8.16M 0.05%
128,882
+3,360
237
$8.15M 0.05%
112,810
-13,471
238
$8.07M 0.05%
500,000
+250,000
239
$7.98M 0.05%
110,860
-4,504
240
$7.95M 0.05%
93,356
-4,134
241
$7.79M 0.05%
101,166
-685
242
$7.61M 0.05%
104,280
-5,849
243
$7.61M 0.05%
83,132
-7,141
244
$7.53M 0.05%
131,090
-63,126
245
$7.5M 0.05%
154,228
+3,685
246
$7.31M 0.05%
72,365
+1,116
247
$7.21M 0.05%
203,706
+4,553
248
$7.2M 0.05%
64,566
-1,260
249
$7.17M 0.05%
116,128
-1,378
250
$7.05M 0.05%
34,313
+2,585
8 9
10
11 12