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
$12.7B
AUM Growth
+$391M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
641
New
Increased
Reduced
Closed

Top Buys

1
+$121M
2
+$55.3M
3
+$53.5M
4
ETP
Energy Transfer Partners L.p.
ETP
+$51.9M
5
VZ icon
Verizon
VZ
+$44.2M

Top Sells

1
+$56.6M
2
+$52M
3
+$51M
4
DIS icon
Walt Disney
DIS
+$29.9M
5
SEMG
SEMGROUP CORPORATION
SEMG
+$25.4M

Sector Composition

1 Energy 30.22%
2 Technology 14.5%
3 Healthcare 10.25%
4 Financials 9.18%
5 Consumer Discretionary 6.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.16M 0.04%
34,105
-41
277
$5.05M 0.04%
+62,286
278
$5.02M 0.04%
214,511
+9,587
279
$5M 0.04%
113,834
+216
280
$4.96M 0.04%
62,218
-250
281
$4.92M 0.04%
+80,211
282
$4.88M 0.04%
50,686
-35
283
$4.87M 0.04%
213,424
-7,426
284
$4.87M 0.04%
63,948
+2,559
285
$4.83M 0.04%
124,436
-21,900
286
$4.73M 0.04%
51,361
-2,024
287
$4.6M 0.04%
193,017
+6,955
288
$4.6M 0.04%
+1,264,096
289
$4.55M 0.04%
38,509
-3,803
290
$4.47M 0.04%
105,493
-33,453
291
$4.47M 0.04%
44,865
-2,500
292
$4.43M 0.03%
74,303
+1,200
293
$4.41M 0.03%
33,451
-38
294
$4.41M 0.03%
102,821
-1,783
295
$4.39M 0.03%
54,110
-2,600
296
$4.32M 0.03%
26,768
-300
297
$4.3M 0.03%
46,013
-724
298
$4.29M 0.03%
131,212
-71
299
$4.28M 0.03%
50,731
-2,654
300
$4.2M 0.03%
346,731
-15,012
10 11
12
13 14