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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.86M 0.05%
+212,535
252
$5.55M 0.05%
+52,827
253
$5.49M 0.05%
+95,346
254
$5.43M 0.05%
+162,573
255
$5.34M 0.05%
+59,675
256
$5.28M 0.04%
+43,966
257
$5.27M 0.04%
+263,609
258
$5.26M 0.04%
+63,824
259
$5.08M 0.04%
+34,038
260
$5.08M 0.04%
+203,281
261
$5.04M 0.04%
+250,000
262
$5.03M 0.04%
+180,451
263
$5.03M 0.04%
+35,298
264
$5.02M 0.04%
+68,132
265
$4.99M 0.04%
+63,628
266
$4.99M 0.04%
+92,138
267
$4.98M 0.04%
+139,612
268
$4.94M 0.04%
+105,564
269
$4.94M 0.04%
+16,087
270
$4.86M 0.04%
+220,850
271
$4.84M 0.04%
+47,247
272
$4.79M 0.04%
+63,278
273
$4.77M 0.04%
+166,643
274
$4.77M 0.04%
+151,902
275
$4.76M 0.04%
+122,350
9 10
11
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