CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.93M 0.04%
49,652
-62
252
$6.9M 0.04%
+126,565
253
$6.88M 0.04%
58,337
+12,541
254
$6.84M 0.04%
360,000
-140,000
255
$6.82M 0.04%
57,404
+1,943
256
$6.8M 0.04%
115,249
-879
257
$6.8M 0.04%
84,620
+5,698
258
$6.74M 0.04%
392,146
-508,047
259
$6.68M 0.04%
277,972
-2,188
260
$6.6M 0.04%
244,753
-96,792
261
$6.5M 0.04%
524,600
+350,000
262
$6.39M 0.04%
143,024
+5,459
263
$6.35M 0.04%
48,215
-277
264
$6.31M 0.04%
154,508
+21,527
265
$6.22M 0.04%
147,032
-7,196
266
$6.17M 0.04%
126,866
-5,579
267
$6.08M 0.04%
77,912
-1,322
268
$5.97M 0.04%
93,492
+4,909
269
$5.94M 0.04%
67,671
+11,802
270
$5.9M 0.04%
48,501
-873
271
$5.89M 0.04%
+60,627
272
$5.84M 0.04%
135,713
+3,228
273
$5.68M 0.04%
48,034
+1,687
274
$5.58M 0.04%
121,489
-16,445
275
$5.54M 0.03%
58,134
-69
9 10
11
12 13