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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.83M 0.05%
42,683
+2,372
252
$6.79M 0.05%
300,418
+88,394
253
$6.75M 0.05%
84,714
+4,587
254
$6.64M 0.05%
259,770
+14,202
255
$6.62M 0.05%
108,561
+6,139
256
$6.61M 0.05%
66,464
+324
257
$6.58M 0.05%
111,510
-11,780
258
$6.56M 0.05%
115,921
+262
259
$6.48M 0.05%
76,819
-2,912
260
$6.4M 0.05%
385,749
-67,255
261
$6.31M 0.05%
13,086
+12,304
262
$6.25M 0.05%
65,763
+2,938
263
$6.24M 0.05%
138,777
-7,842
264
$6.2M 0.05%
653,148
+30,108
265
$6.17M 0.05%
90,861
+39,628
266
$6.14M 0.05%
300,000
267
$6.14M 0.05%
62,532
+1,252
268
$6.04M 0.04%
+1,004,504
269
$6.04M 0.04%
154,799
+1,612
270
$5.97M 0.04%
115,453
-1,640
271
$5.96M 0.04%
62,983
+873
272
$5.93M 0.04%
52,103
+2,459
273
$5.9M 0.04%
139,679
+3,870
274
$5.87M 0.04%
192,705
-4,309
275
$5.74M 0.04%
95,132
-562,850
9 10
11
12 13