CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9.23M 0.06%
174,274
-10,083
227
$9.12M 0.06%
71,078
-3,649
228
$9M 0.06%
129,669
-7,990
229
$8.83M 0.06%
265,581
-7,535
230
$8.8M 0.06%
107,937
-2,923
231
$8.8M 0.06%
45,095
+13,663
232
$8.77M 0.06%
635,505
-28,140
233
$8.69M 0.05%
83,941
-3,956
234
$8.62M 0.05%
561,464
+211,464
235
$8.59M 0.05%
273,969
-14,916
236
$8.43M 0.05%
+52,593
237
$8.37M 0.05%
103,889
-391
238
$8.35M 0.05%
+63,460
239
$8.21M 0.05%
91,312
-2,044
240
$8.15M 0.05%
194,255
-9,451
241
$7.92M 0.05%
95,017
-34,765
242
$7.9M 0.05%
380,470
-9,370
243
$7.74M 0.05%
69,471
-2,894
244
$7.63M 0.05%
206,714
+812
245
$7.55M 0.05%
123,130
-5,752
246
$7.55M 0.05%
+375,000
247
$7.46M 0.05%
123,147
-6,340
248
$7.2M 0.05%
60,615
-3,951
249
$7.1M 0.04%
452,691
+245,272
250
$7.05M 0.04%
248,953
-9,801
8 9
10
11 12