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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.04M 0.03%
+35,419
327
$3.01M 0.03%
+59,334
328
$2.84M 0.02%
+77,760
329
$2.77M 0.02%
+24,259
330
$2.72M 0.02%
+54,599
331
$2.7M 0.02%
+25,331
332
$2.7M 0.02%
+64,765
333
$2.69M 0.02%
+38,497
334
$2.68M 0.02%
+21,920
335
$2.67M 0.02%
+59,482
336
$2.64M 0.02%
+50,114
337
$2.63M 0.02%
+75,343
338
$2.58M 0.02%
+83,825
339
$2.54M 0.02%
+36,145
340
$2.5M 0.02%
+35,077
341
$2.43M 0.02%
+48,800
342
$2.42M 0.02%
+26,382
343
$2.38M 0.02%
+23,180
344
$2.38M 0.02%
+47,620
345
$2.35M 0.02%
+14,243
346
$2.32M 0.02%
+39,353
347
$2.32M 0.02%
+84,744
348
$2.31M 0.02%
+43,913
349
$2.27M 0.02%
+28,467
350
$2.23M 0.02%
+44,431
12 13
14
15 16