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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$7.03M 0.05%
132,445
+2,861
252
$6.93M 0.05%
258,754
+3,988
253
$6.92M 0.05%
129,487
+2,980
254
$6.84M 0.05%
140,556
-361,888
255
$6.79M 0.04%
137,934
-9,224
256
$6.58M 0.04%
79,234
+1,762
257
$6.47M 0.04%
137,565
-928
258
$6.41M 0.04%
347,745
-13,895
259
$6.21M 0.04%
280,160
+48,072
260
$6.14M 0.04%
207,724
+127,724
261
$6.13M 0.04%
307,810
+1,500
262
$6.1M 0.04%
49,714
+62
263
$6.08M 0.04%
55,461
-8,089
264
$5.96M 0.04%
137,233
+3,499
265
$5.85M 0.04%
31,432
+2,083
266
$5.79M 0.04%
78,922
-2,269
267
$5.68M 0.04%
312,296
268
$5.63M 0.04%
350,000
-64,700
269
$5.61M 0.04%
88,583
-41,235
270
$5.58M 0.04%
104,147
-3,561
271
$5.56M 0.04%
147,721
-2,229
272
$5.54M 0.04%
346,182
+43,212
273
$5.53M 0.04%
48,492
-1,368
274
$5.51M 0.04%
46,347
+2,721
275
$5.5M 0.04%
49,374
+2,067
9 10
11
12 13