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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.74M 0.04%
138,155
+485
277
$5.55M 0.04%
89,141
+5,172
278
$5.52M 0.04%
+429,198
279
$5.43M 0.04%
50,747
+189
280
$5.43M 0.04%
110,974
+3,587
281
$5.39M 0.04%
153,739
+8,732
282
$5.34M 0.04%
220,153
+14,596
283
$5.28M 0.04%
212,850
+200,000
284
$5.21M 0.04%
31,012
-59,816
285
$5.18M 0.04%
226,402
+7,121
286
$5.16M 0.04%
42,364
+3,001
287
$5.13M 0.04%
70,041
-4,362
288
$5.04M 0.04%
+150,000
289
$4.93M 0.04%
47,179
-1,015
290
$4.87M 0.04%
53,113
-12,362
291
$4.87M 0.04%
201,978
+2,315
292
$4.76M 0.04%
113,007
+5,364
293
$4.74M 0.04%
34,164
+120
294
$4.72M 0.03%
61,985
+400
295
$4.6M 0.03%
44,541
-1,268
296
$4.55M 0.03%
54,319
-19
297
$4.53M 0.03%
49,990
+4,942
298
$4.52M 0.03%
80,854
-40,015
299
$4.44M 0.03%
50,251
-892
300
$4.44M 0.03%
50,473
-55
10 11
12
13 14