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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.97M 0.03%
+122,770
302
$3.92M 0.03%
+229,560
303
$3.91M 0.03%
+31,611
304
$3.88M 0.03%
+79,453
305
$3.87M 0.03%
+532,187
306
$3.79M 0.03%
+251,861
307
$3.75M 0.03%
+44,508
308
$3.75M 0.03%
+57,897
309
$3.72M 0.03%
+217,905
310
$3.71M 0.03%
+29,887
311
$3.6M 0.03%
+90,000
312
$3.55M 0.03%
+243,183
313
$3.55M 0.03%
+27,053
314
$3.51M 0.03%
+152,140
315
$3.47M 0.03%
+71,049
316
$3.44M 0.03%
+91,395
317
$3.4M 0.03%
+90,171
318
$3.39M 0.03%
+47,739
319
$3.37M 0.03%
+43,948
320
$3.36M 0.03%
+2,705
321
$3.29M 0.03%
+41,670
322
$3.26M 0.03%
+68,635
323
$3.21M 0.03%
+56,640
324
$3.19M 0.03%
+69,010
325
$3.05M 0.03%
+40,824
11 12
13
14 15