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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$4.61M 0.04%
103,893
+22,441
277
$4.51M 0.03%
116,904
+1,587
278
$4.48M 0.03%
20,535
+2,100
279
$4.47M 0.03%
459,103
+31,144
280
$4.47M 0.03%
70,612
+1,062
281
$4.41M 0.03%
27,115
+227
282
$4.3M 0.03%
3,507
+88
283
$4.19M 0.03%
44,956
-1,038
284
$4.15M 0.03%
58,478
+440
285
$4.05M 0.03%
21,471
286
$3.98M 0.03%
+33,407
287
$3.96M 0.03%
294,556
+99,156
288
$3.96M 0.03%
48,051
289
$3.84M 0.03%
46,971
-1,580
290
$3.77M 0.03%
43,540
-2,416
291
$3.74M 0.03%
50,923
-2,822
292
$3.73M 0.03%
156,433
+5,406
293
$3.7M 0.03%
56,981
-268
294
$3.7M 0.03%
69,802
-3,142
295
$3.65M 0.03%
33,166
+71
296
$3.5M 0.03%
51,109
+4,004
297
$3.48M 0.03%
288,333
+277,501
298
$3.41M 0.03%
84,964
+4,247
299
$3.36M 0.03%
50,882
+1,126
300
$3.32M 0.03%
122,496
-800
10 11
12
13 14