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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.5M 0.04%
58,038
-3,657
277
$4.41M 0.03%
57,249
+375
278
$4.39M 0.03%
72,944
-557
279
$4.39M 0.03%
892,153
+70,955
280
$4.35M 0.03%
93,105
-5,189
281
$4.31M 0.03%
18,435
-380
282
$4.23M 0.03%
45,994
+3,131
283
$4.17M 0.03%
115,317
-34
284
$4.16M 0.03%
117,776
-4,515
285
$4.15M 0.03%
151,027
+21,586
286
$4.1M 0.03%
53,745
+1,362
287
$4.09M 0.03%
40,283
+17,868
288
$4.09M 0.03%
199,950
-11,585
289
$4.09M 0.03%
54,199
-66,751
290
$4.06M 0.03%
367,530
+211,830
291
$4.03M 0.03%
13,158
+470
292
$4.01M 0.03%
+21,471
293
$4.01M 0.03%
26,888
+192
294
$3.97M 0.03%
45,956
+2,567
295
$3.92M 0.03%
48,051
296
$3.91M 0.03%
48,551
-13,351
297
$3.9M 0.03%
81,452
-5,134
298
$3.73M 0.03%
427,959
-16,288
299
$3.72M 0.03%
143,501
-26,133
300
$3.68M 0.03%
39,149
+1,026
10 11
12
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