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
$12.2B
AUM Growth
-$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$61.3M
3
+$55.6M
4
JKHY icon
Jack Henry & Associates
JKHY
+$51.9M
5
TRGP icon
Targa Resources
TRGP
+$48.9M

Top Sells

1
+$89.1M
2
+$83.7M
3
+$38.2M
4
ET icon
Energy Transfer Partners
ET
+$35.7M
5
QEPM
QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE)
QEPM
+$35.2M

Sector Composition

1 Energy 23.37%
2 Technology 15.81%
3 Healthcare 12.64%
4 Financials 10.9%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.63M 0.02%
31,005
327
$2.61M 0.02%
24,046
-3,651
328
$2.6M 0.02%
45,976
+3,000
329
$2.48M 0.02%
120,887
+32,105
330
$2.46M 0.02%
57,662
+14
331
$2.45M 0.02%
62,423
-7,543
332
$2.42M 0.02%
218,490
-167,259
333
$2.41M 0.02%
17,873
-889
334
$2.37M 0.02%
60,000
335
$2.34M 0.02%
145,280
-54,720
336
$2.33M 0.02%
198,812
-1,141
337
$2.33M 0.02%
52,571
+45
338
$2.31M 0.02%
62,083
-4,250
339
$2.3M 0.02%
21,329
+9,441
340
$2.18M 0.02%
19,885
-5,996
341
$2.18M 0.02%
68,578
-1,670
342
$2.12M 0.02%
+157,971
343
$2.08M 0.02%
+10,026
344
$2.05M 0.02%
32,863
-3,515
345
$2.04M 0.02%
57,070
+1,167
346
$2.03M 0.02%
25,207
-4,035
347
$2.02M 0.02%
80,280
-7,807
348
$2.02M 0.02%
22,133
-282
349
$2M 0.02%
22,516
+383
350
$1.99M 0.02%
48,412
-1,684
12 13
14
15 16