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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.94M 0.02%
101,506
-61,056
327
$2.91M 0.02%
29,028
+2,040
328
$2.9M 0.02%
11,611
-843
329
$2.89M 0.02%
43,080
+193
330
$2.82M 0.02%
28,195
-10,006
331
$2.8M 0.02%
24,419
-53
332
$2.77M 0.02%
56,019
-981
333
$2.76M 0.02%
41,007
-2,511
334
$2.7M 0.02%
22,046
-236
335
$2.69M 0.02%
68,066
-1,612
336
$2.6M 0.02%
30,729
-100
337
$2.58M 0.02%
46,631
-10,657
338
$2.58M 0.02%
30,132
-1,506
339
$2.57M 0.02%
47,205
-1,869
340
$2.47M 0.02%
147,615
341
$2.44M 0.02%
42,684
-1,086
342
$2.42M 0.02%
10,386
-316
343
$2.4M 0.02%
49,594
+643
344
$2.38M 0.02%
202,411
+18,852
345
$2.35M 0.02%
21,719
-2,527
346
$2.31M 0.02%
39,927
-422
347
$2.31M 0.02%
174,600
+100,000
348
$2.26M 0.02%
94,701
-155
349
$2.22M 0.01%
+85,065
350
$2.22M 0.01%
107,542
+3,715
12 13
14
15 16