CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$2.38M 0.02%
99,059
+25
352
$2.38M 0.01%
32,168
+1,754
353
$2.34M 0.01%
43,701
-5,893
354
$2.32M 0.01%
85,195
+130
355
$2.31M 0.01%
86,770
-2,136
356
$2.31M 0.01%
20,367
+5,879
357
$2.27M 0.01%
24,442
+1,841
358
$2.26M 0.01%
+16,261
359
$2.22M 0.01%
58,247
-43,258
360
$2.17M 0.01%
17,609
+34
361
$2.16M 0.01%
40,989
+1,023
362
$2.15M 0.01%
49,875
+5,505
363
$2.14M 0.01%
23,610
-55
364
$2.14M 0.01%
38,371
+765
365
$2.1M 0.01%
17,440
-558
366
$2.09M 0.01%
50,633
+7,105
367
$2.08M 0.01%
44,189
-1,127
368
$2.07M 0.01%
69,605
+8,557
369
$2.04M 0.01%
22,422
-1,200
370
$2.04M 0.01%
+15,379
371
$2.02M 0.01%
112,096
-1,475,074
372
$2.01M 0.01%
17,562
+745
373
$2M 0.01%
70,279
-31,227
374
$2M 0.01%
56,570
+2,636
375
$1.96M 0.01%
74,270
+10,795
13 14
15
16 17