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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.49M 0.02%
51,439
-1,445
327
$2.45M 0.02%
57,000
-2,000
328
$2.45M 0.02%
11,056
+401
329
$2.43M 0.02%
153,230
-49,750
330
$2.43M 0.02%
28,175
+3,800
331
$2.42M 0.02%
21,710
+15
332
$2.41M 0.02%
45,119
-1,960
333
$2.31M 0.02%
189,378
-39,724
334
$2.3M 0.02%
53,512
-7,004
335
$2.26M 0.02%
21,665
-1,085
336
$2.25M 0.02%
47,292
-620
337
$2.22M 0.02%
105,067
-56,711
338
$2.22M 0.02%
60,685
339
$2.21M 0.02%
33,297
+2,770
340
$2.19M 0.02%
49,256
+3,160
341
$2.17M 0.02%
196,717
-2,095
342
$2.16M 0.02%
+41,034
343
$2.15M 0.02%
+152,723
344
$2.15M 0.02%
114,628
345
$2.15M 0.02%
55,856
-1,624,827
346
$2.13M 0.02%
26,672
+417
347
$2.07M 0.02%
40,000
-20,000
348
$2.05M 0.02%
40,517
-2,641
349
$2.04M 0.02%
34,222
-850
350
$2.02M 0.02%
28,156
-2,025
12 13
14
15 16