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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$3.31M 0.02%
45,363
-14,374
327
$3.28M 0.02%
25,132
-957
328
$3.26M 0.02%
199,953
-76,186
329
$3.23M 0.02%
79,799
+7,414
330
$3.22M 0.02%
188,510
-27,500
331
$3.22M 0.02%
227,111
-12,750
332
$3.14M 0.02%
38,089
-3,551
333
$3.09M 0.02%
32,623
-2,282
334
$3.05M 0.02%
84,546
-3,665
335
$2.95M 0.02%
110,338
+14,726
336
$2.9M 0.02%
29,896
-8,001
337
$2.89M 0.02%
83,968
+7,136
338
$2.88M 0.02%
94,696
-67,215
339
$2.86M 0.02%
25,877
+662
340
$2.82M 0.02%
35,917
+588
341
$2.82M 0.02%
123,367
+22,855
342
$2.82M 0.02%
66,833
-2,580
343
$2.81M 0.02%
57,644
+1,210
344
$2.79M 0.02%
53,932
-2,283
345
$2.75M 0.02%
50,174
+61
346
$2.71M 0.02%
31,900
-7,500
347
$2.65M 0.02%
+75,000
348
$2.65M 0.02%
60,000
349
$2.64M 0.02%
81,444
+1,935
350
$2.64M 0.02%
72,889
-4,278
12 13
14
15 16