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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.63M 0.02%
60,516
+3,446
327
$2.61M 0.02%
54,657
-13,587
328
$2.61M 0.02%
30,905
-100
329
$2.6M 0.02%
13,784
330
$2.6M 0.02%
30,527
+7,296
331
$2.6M 0.02%
115,865
-103,148
332
$2.58M 0.02%
49,533
-15,162
333
$2.56M 0.02%
60,685
-1,398
334
$2.54M 0.02%
229,102
+82,865
335
$2.5M 0.02%
25,133
+3,000
336
$2.49M 0.02%
60,781
+17,592
337
$2.49M 0.02%
22,493
+2,608
338
$2.44M 0.02%
54,934
-7,489
339
$2.42M 0.02%
52,884
-5,320
340
$2.42M 0.02%
52,379
-192
341
$2.4M 0.02%
21,695
+366
342
$2.37M 0.02%
55,528
+40
343
$2.31M 0.02%
10,655
+629
344
$2.27M 0.02%
53,046
+9,604
345
$2.25M 0.02%
114,628
-825
346
$2.25M 0.02%
45,665
+32,330
347
$2.18M 0.02%
43,158
+3,711
348
$2.14M 0.02%
22,469
+1,346
349
$2.11M 0.02%
47,912
-500
350
$2.11M 0.02%
65,284
-3,294
12 13
14
15 16