CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.88M 0.02%
57,177
-7,849
302
$3.86M 0.02%
50,113
-334
303
$3.81M 0.02%
676,008
-95,968
304
$3.8M 0.02%
18,621
-7
305
$3.77M 0.02%
46,232
+2,067
306
$3.69M 0.02%
3,799
-309
307
$3.57M 0.02%
44,310
+63
308
$3.55M 0.02%
29,875
-519
309
$3.52M 0.02%
45,719
-111,777
310
$3.51M 0.02%
59,665
311
$3.47M 0.02%
55,060
+391
312
$3.45M 0.02%
51,858
-1,938
313
$3.42M 0.02%
274,800
-54,099
314
$3.41M 0.02%
201,420
-50,000
315
$3.37M 0.02%
67,639
-14,076
316
$3.3M 0.02%
44,505
+1,425
317
$3.27M 0.02%
36,484
-5,544
318
$3.23M 0.02%
74,894
-8,398
319
$3.21M 0.02%
19,825
+8,895
320
$3.19M 0.02%
1,170,000
-12,720
321
$3.11M 0.02%
58,994
+11,789
322
$3.08M 0.02%
132,614
+41,388
323
$3.04M 0.02%
67,916
-150
324
$2.9M 0.02%
39,225
-1,782
325
$2.89M 0.02%
24,367
-4,661
11 12
13
14 15