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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.59M 0.04%
47,093
-5,206
252
$5.57M 0.04%
56,555
+3,768
253
$5.49M 0.04%
158,663
-33,232
254
$5.46M 0.04%
130,735
-72,011
255
$5.45M 0.04%
686,388
+21,264
256
$5.44M 0.04%
158,996
+2,328
257
$5.43M 0.04%
41,592
+1,404
258
$5.37M 0.04%
457,213
-88,703
259
$5.37M 0.04%
147,304
+9,829
260
$5.35M 0.04%
303,405
+1,000
261
$5.29M 0.04%
143,942
+110,967
262
$5.21M 0.04%
33,101
-3,203
263
$5.19M 0.04%
54,559
-3,471
264
$5.17M 0.04%
184,354
-3,809
265
$5.16M 0.04%
69,339
+15,140
266
$5.13M 0.04%
61,257
+600
267
$5.13M 0.04%
96,435
+74,500
268
$5.03M 0.04%
231,676
-116,743
269
$5M 0.04%
150,475
+7,950
270
$4.96M 0.04%
46,545
+2,770
271
$4.9M 0.04%
144,947
+4,465
272
$4.82M 0.04%
144,732
-16,215
273
$4.8M 0.04%
202,125
+2,175
274
$4.74M 0.04%
44,318
-1,876
275
$4.71M 0.04%
680,000
+108,331
9 10
11
12 13