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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.62M 0.03%
80,717
-2,030
302
$3.42M 0.03%
49,756
+850
303
$3.31M 0.03%
114,060
-1,112
304
$3.3M 0.03%
123,296
-4,600
305
$3.28M 0.03%
202,980
+112,500
306
$3.24M 0.03%
156,350
-26,287
307
$3.18M 0.02%
47,105
-663
308
$3.17M 0.02%
195,400
+51,280
309
$3.11M 0.02%
200,867
-315,000
310
$3.09M 0.02%
59,000
-3,000
311
$3.09M 0.02%
47,079
+1,103
312
$3.05M 0.02%
161,778
+17,250
313
$3.02M 0.02%
31,325
+698
314
$3.01M 0.02%
36,768
-485
315
$2.99M 0.02%
32,655
-13,455
316
$2.93M 0.02%
52,490
+1,150
317
$2.91M 0.02%
33,095
-1,937
318
$2.91M 0.02%
+140,313
319
$2.86M 0.02%
50,113
320
$2.82M 0.02%
73,366
-4,100
321
$2.81M 0.02%
207,186
322
$2.81M 0.02%
255,295
323
$2.75M 0.02%
30,343
+735
324
$2.68M 0.02%
60,000
325
$2.67M 0.02%
180,550
-510,400
11 12
13
14 15