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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5.5M 0.03%
316,097
-380
277
$5.41M 0.03%
39,670
+6,197
278
$5.34M 0.03%
96,789
-16,021
279
$5.29M 0.03%
39,686
+13,855
280
$5.25M 0.03%
142,586
-9,578
281
$5.19M 0.03%
130,577
+3,637
282
$5.17M 0.03%
154,072
-11,316
283
$5.13M 0.03%
96,062
-8,085
284
$5.1M 0.03%
129,772
+20,043
285
$5M 0.03%
+250,000
286
$4.98M 0.03%
60,315
-1,926
287
$4.96M 0.03%
110,424
-11,492
288
$4.86M 0.03%
50,970
+639
289
$4.83M 0.03%
100,961
-15,787
290
$4.75M 0.03%
25,390
-1,268
291
$4.74M 0.03%
61,888
+41,588
292
$4.67M 0.03%
50,666
-1,345
293
$4.5M 0.03%
87,661
-52,895
294
$4.37M 0.03%
18,774
-831
295
$4.34M 0.03%
45,924
-62
296
$4.26M 0.03%
42,125
+13,930
297
$4.24M 0.03%
+13,586
298
$4.12M 0.03%
121,784
299
$3.99M 0.03%
+40,815
300
$3.9M 0.02%
25,771
+43
10 11
12
13 14