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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.74M 0.04%
+224,680
277
$4.67M 0.04%
+200,040
278
$4.62M 0.04%
+132,308
279
$4.58M 0.04%
+74,055
280
$4.58M 0.04%
+33,958
281
$4.57M 0.04%
+58,162
282
$4.54M 0.04%
+69,282
283
$4.51M 0.04%
+50,741
284
$4.49M 0.04%
+47,365
285
$4.47M 0.04%
+61,137
286
$4.43M 0.04%
+88,220
287
$4.42M 0.04%
+59,790
288
$4.39M 0.04%
+133,559
289
$4.37M 0.04%
+34,509
290
$4.35M 0.04%
+109,768
291
$4.34M 0.04%
+125,861
292
$4.3M 0.04%
+46,726
293
$4.29M 0.04%
+88,426
294
$4.28M 0.04%
+356,743
295
$4.28M 0.04%
+150,000
296
$4.09M 0.03%
+56,547
297
$4.03M 0.03%
+171,468
298
$4.03M 0.03%
+81,678
299
$4M 0.03%
+71,224
300
$3.99M 0.03%
+54,241
10 11
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