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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.32M 0.03%
136,368
-7,133
302
$3.28M 0.03%
34,935
-4,214
303
$3.12M 0.02%
64,889
+10,232
304
$3.09M 0.02%
61,065
+15,400
305
$3.05M 0.02%
35,271
-1,497
306
$3.03M 0.02%
29,128
-2,197
307
$3.01M 0.02%
74,833
-18,272
308
$3.01M 0.02%
111,148
-2,912
309
$2.92M 0.02%
30,396
+53
310
$2.87M 0.02%
73,066
-300
311
$2.85M 0.02%
255,295
312
$2.79M 0.02%
44,640
-4,893
313
$2.77M 0.02%
29,831
-2,824
314
$2.73M 0.02%
54,295
+1,916
315
$2.71M 0.02%
50,113
316
$2.7M 0.02%
24,204
+1,711
317
$2.65M 0.02%
42,490
-10,000
318
$2.6M 0.02%
25,108
-25
319
$2.59M 0.02%
55,465
-5,316
320
$2.58M 0.02%
30,305
-600
321
$2.54M 0.02%
25,799
+14,256
322
$2.54M 0.02%
41,129
+18,953
323
$2.53M 0.02%
207,186
324
$2.51M 0.02%
110,550
-5,315
325
$2.5M 0.02%
200,000
11 12
13
14 15