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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.44M 0.03%
121,607
-57,228
302
$4.42M 0.03%
950,394
-62,950
303
$4.38M 0.03%
175,886
+65,018
304
$4.29M 0.03%
+21,619
305
$4.24M 0.03%
25,619
-1,228
306
$4.22M 0.03%
113,319
+38,779
307
$4.08M 0.03%
52,276
-2,000
308
$4.02M 0.03%
59,199
-552
309
$4.01M 0.03%
+300,730
310
$4M 0.03%
218,755
+850
311
$3.96M 0.03%
29,514
+511
312
$3.95M 0.03%
87,026
-870
313
$3.91M 0.03%
52,842
+6,693
314
$3.87M 0.03%
2,733
+252
315
$3.87M 0.03%
88,263
-140
316
$3.81M 0.03%
37,576
+5,567
317
$3.79M 0.03%
273,597
+109,025
318
$3.75M 0.03%
44,099
-397,238
319
$3.58M 0.03%
60,023
-2,184
320
$3.47M 0.03%
75,000
321
$3.44M 0.03%
131,184
-25,432
322
$3.4M 0.03%
60,720
+959
323
$3.4M 0.03%
105,375
+4,692
324
$3.39M 0.03%
20,165
+4,787
325
$3.39M 0.03%
50,640
-6,336
11 12
13
14 15