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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.82M 0.05%
31,453
+455
252
$5.8M 0.05%
55,392
+6,041
253
$5.73M 0.04%
222,809
+53,220
254
$5.65M 0.04%
40,188
-545
255
$5.49M 0.04%
161,675
-6,564
256
$5.35M 0.04%
140,482
-4,561
257
$5.33M 0.04%
97,306
-48,638
258
$5.32M 0.04%
58,030
-3,615
259
$5.25M 0.04%
302,405
260
$5.05M 0.04%
70,939
+3,560
261
$4.92M 0.04%
400,000
+289,355
262
$4.84M 0.04%
60,657
-1,093
263
$4.82M 0.04%
62,035
-3,362
264
$4.66M 0.04%
665,124
-2,308
265
$4.66M 0.04%
43,775
+629
266
$4.64M 0.04%
142,525
-43,365
267
$4.63M 0.04%
69,550
-10,467
268
$4.63M 0.04%
571,669
+353,179
269
$4.6M 0.04%
+153,324
270
$4.57M 0.04%
137,475
-6,377
271
$4.56M 0.04%
46,194
-19,967
272
$4.54M 0.04%
+134,045
273
$4.54M 0.04%
52,787
-2,571
274
$4.54M 0.04%
3,419
+171
275
$4.5M 0.04%
84,217
+63,917
9 10
11
12 13