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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.2M 0.01%
15,474
-24
352
$2.2M 0.01%
45,807
+17,794
353
$2.19M 0.01%
31,700
+20,689
354
$2.18M 0.01%
37,606
+3,586
355
$2.18M 0.01%
45,316
+1,945
356
$2.16M 0.01%
26,914
-20,496
357
$2.15M 0.01%
44,453
-325
358
$2.13M 0.01%
91,226
-12,241
359
$2.1M 0.01%
17,998
+631
360
$2.1M 0.01%
22,601
-361
361
$2.09M 0.01%
23,622
+496
362
$2.06M 0.01%
23,665
-1,540
363
$2.06M 0.01%
30,414
-5,426
364
$2.06M 0.01%
44,370
+4,456
365
$2.02M 0.01%
26,063
-604
366
$2.02M 0.01%
18,785
-264
367
$1.98M 0.01%
27,262
+793
368
$1.94M 0.01%
17,575
-15
369
$1.92M 0.01%
39,966
-3,754
370
$1.91M 0.01%
40,000
371
$1.9M 0.01%
16,817
-756
372
$1.88M 0.01%
24,858
+2,467
373
$1.88M 0.01%
30,889
-2,035
374
$1.88M 0.01%
53,934
-7,175
375
$1.88M 0.01%
26,443
+125
13 14
15
16 17