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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.18M 0.02%
+90,381
352
$2.16M 0.02%
+23,057
353
$2.15M 0.02%
+15,593
354
$2.13M 0.02%
+32,223
355
$2.12M 0.02%
+42,421
356
$2.11M 0.02%
+64,621
357
$2.08M 0.02%
+47,992
358
$2.08M 0.02%
+126,122
359
$2.08M 0.02%
+49,737
360
$2.06M 0.02%
+43,953
361
$2.05M 0.02%
+89,900
362
$2.05M 0.02%
+38,377
363
$2.04M 0.02%
+133,904
364
$2.01M 0.02%
+60,000
365
$2.01M 0.02%
+43,468
366
$2M 0.02%
+30,170
367
$1.98M 0.02%
+55,523
368
$1.95M 0.02%
+49,094
369
$1.94M 0.02%
+102,770
370
$1.87M 0.02%
+33,998
371
$1.83M 0.02%
+26,634
372
$1.82M 0.02%
+135,170
373
$1.79M 0.02%
+26,432
374
$1.79M 0.02%
+51,197
375
$1.78M 0.02%
+42,202
13 14
15
16 17