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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.41M 0.04%
58,203
+2,624
277
$5.4M 0.04%
101,505
-441
278
$5.37M 0.04%
45,796
-8,566
279
$5.28M 0.03%
152,164
-144,006
280
$5.25M 0.03%
132,981
+36,757
281
$5.23M 0.03%
132,485
+1,622
282
$5.16M 0.03%
116,748
+91,902
283
$5.14M 0.03%
62,241
-4,447
284
$5.11M 0.03%
46,011
-1,498
285
$4.91M 0.03%
165,388
+5,149
286
$4.88M 0.03%
771,976
+31,332
287
$4.86M 0.03%
316,477
-37,089
288
$4.86M 0.03%
52,011
-1,189
289
$4.83M 0.03%
55,869
-7,429
290
$4.8M 0.03%
+328,899
291
$4.7M 0.03%
121,916
+239
292
$4.66M 0.03%
65,026
-118,627
293
$4.6M 0.03%
26,658
-7,422
294
$4.58M 0.03%
251,420
-2,500
295
$4.55M 0.03%
19,605
-105
296
$4.54M 0.03%
126,940
-51,940
297
$4.46M 0.03%
207,419
-3,910
298
$4.42M 0.03%
33,473
+838
299
$4.3M 0.03%
18,628
+122
300
$4.1M 0.03%
81,715
+9,114
10 11
12
13 14