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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.1M 0.02%
22,750
+234
352
$2.08M 0.02%
72,740
+11,045
353
$2.05M 0.02%
30,181
-2,682
354
$2.02M 0.02%
+24,375
355
$2.02M 0.02%
96,630
+5,643
356
$2.01M 0.02%
25,206
-1
357
$1.97M 0.02%
200,000
-243,613
358
$1.96M 0.02%
46,096
-553
359
$1.93M 0.02%
26,255
+919
360
$1.93M 0.02%
47,888
+15,010
361
$1.9M 0.01%
165,920
+27,120
362
$1.88M 0.01%
198,812
363
$1.88M 0.01%
30,258
+14,800
364
$1.87M 0.01%
35,072
-481
365
$1.83M 0.01%
35,888
-997
366
$1.83M 0.01%
34,626
+328
367
$1.81M 0.01%
25,293
-2,132
368
$1.8M 0.01%
32,548
-511
369
$1.77M 0.01%
62,610
-17,670
370
$1.77M 0.01%
17,728
-349
371
$1.76M 0.01%
+38,232
372
$1.73M 0.01%
17,579
+1,079
373
$1.73M 0.01%
23,008
+2,758
374
$1.71M 0.01%
27,627
+298
375
$1.7M 0.01%
17,193
+1,095
13 14
15
16 17