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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.02M 0.02%
34,581
-1,307
352
$2.01M 0.02%
62,856
-2,428
353
$1.96M 0.02%
32,209
-339
354
$1.95M 0.02%
25,484
-639
355
$1.95M 0.02%
24,182
-1,024
356
$1.95M 0.02%
43,912
-9,134
357
$1.95M 0.02%
24,119
-1,174
358
$1.95M 0.02%
67,390
-5,350
359
$1.89M 0.01%
95,669
-961
360
$1.88M 0.01%
39,732
-8,156
361
$1.87M 0.01%
34,539
-87
362
$1.86M 0.01%
18,843
+1,650
363
$1.84M 0.01%
+72,011
364
$1.81M 0.01%
28,816
+149
365
$1.8M 0.01%
39,635
-741
366
$1.78M 0.01%
110,867
-90,000
367
$1.77M 0.01%
21,719
-1,289
368
$1.75M 0.01%
22,311
+1,691
369
$1.75M 0.01%
55,710
-6,900
370
$1.71M 0.01%
54,182
-1,346
371
$1.69M 0.01%
34,305
-3,927
372
$1.68M 0.01%
+51,659
373
$1.68M 0.01%
+14,236
374
$1.67M 0.01%
14,542
+1,594
375
$1.66M 0.01%
33,966
-20,968
13 14
15
16 17