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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.6M 0.02%
22,784
-757
352
$2.52M 0.02%
38,817
+280
353
$2.47M 0.02%
16,495
+3,420
354
$2.47M 0.02%
42,024
+7,887
355
$2.44M 0.02%
39,408
-13,887
356
$2.43M 0.02%
18,804
+215
357
$2.38M 0.02%
38,110
+9,993
358
$2.37M 0.02%
41,019
-2,159
359
$2.31M 0.02%
41,367
+15,456
360
$2.29M 0.02%
49,391
+11,158
361
$2.28M 0.02%
26,171
-9,849
362
$2.27M 0.02%
28,227
363
$2.26M 0.02%
76,049
-3,276
364
$2.26M 0.02%
20,090
-2,584
365
$2.24M 0.02%
55,295
-5,535
366
$2.2M 0.02%
46,976
-142
367
$2.18M 0.02%
57,707
-625
368
$2.11M 0.02%
+25,402
369
$2.11M 0.02%
130,517
-3,151
370
$2.09M 0.02%
46,442
+24,530
371
$2.02M 0.01%
37,991
-6,838
372
$2M 0.01%
22,775
+2,759
373
$2M 0.01%
85,077
+7,670
374
$2M 0.01%
61,030
+12,635
375
$1.98M 0.01%
85,550
+19,900
13 14
15
16 17