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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$2.88M 0.02%
93,981
-720
327
$2.87M 0.02%
34,005
+3,276
328
$2.86M 0.02%
56,681
+662
329
$2.83M 0.02%
45,299
+5,372
330
$2.83M 0.02%
24,378
-41
331
$2.82M 0.02%
35,636
-7,709
332
$2.74M 0.02%
33,391
+6,129
333
$2.73M 0.02%
25,097
+3,378
334
$2.68M 0.02%
20,490
+1,705
335
$2.67M 0.02%
210,348
+50,077
336
$2.65M 0.02%
41,913
-329
337
$2.65M 0.02%
42,238
-446
338
$2.62M 0.02%
201,659
-752
339
$2.62M 0.02%
145,970
-1,645
340
$2.56M 0.02%
49,383
+2,752
341
$2.54M 0.02%
28,791
-1,341
342
$2.53M 0.02%
72,261
+15,631
343
$2.52M 0.02%
49,945
+14,611
344
$2.48M 0.02%
10,447
+61
345
$2.46M 0.02%
141,629
-80,616
346
$2.46M 0.02%
16,099
+625
347
$2.44M 0.02%
55,869
-10,102
348
$2.43M 0.02%
20,131
-1,915
349
$2.42M 0.02%
106,957
-585
350
$2.41M 0.02%
+77,396
12 13
14
15 16