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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$4.03M 0.03%
222,245
302
$4.01M 0.03%
109,729
-11,700
303
$3.99M 0.03%
45,986
+2,884
304
$3.98M 0.03%
4,108
-7
305
$3.9M 0.03%
50,331
-450
306
$3.75M 0.02%
43,345
+4,239
307
$3.72M 0.02%
50,447
+159
308
$3.69M 0.02%
83,292
-4,459
309
$3.66M 0.02%
121,784
310
$3.52M 0.02%
25,728
+303
311
$3.51M 0.02%
53,796
-4,498
312
$3.51M 0.02%
30,394
+204
313
$3.44M 0.02%
59,665
314
$3.42M 0.02%
99,034
-74
315
$3.37M 0.02%
44,247
+10,720
316
$3.33M 0.02%
25,831
-704
317
$3.31M 0.02%
42,028
+2
318
$3.31M 0.02%
32,100
-609
319
$3.27M 0.02%
44,165
-2,175
320
$3.16M 0.02%
1,182,720
+18,800
321
$3.06M 0.02%
54,669
-40
322
$3.02M 0.02%
65,971
-860
323
$3.01M 0.02%
42,242
-4,875
324
$2.98M 0.02%
63,019
-10,087
325
$2.95M 0.02%
160,271
11 12
13
14 15