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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.74M 0.01%
+48,900
377
$1.7M 0.01%
+38,194
378
$1.69M 0.01%
+39,547
379
$1.69M 0.01%
+31,605
380
$1.65M 0.01%
+18,869
381
$1.63M 0.01%
+73,970
382
$1.61M 0.01%
+20,344
383
$1.6M 0.01%
+51,740
384
$1.58M 0.01%
+115,460
385
$1.56M 0.01%
+11,261
386
$1.54M 0.01%
+20,822
387
$1.53M 0.01%
+68,100
388
$1.52M 0.01%
+115,950
389
$1.51M 0.01%
+41,189
390
$1.5M 0.01%
+25,000
391
$1.48M 0.01%
+17,190
392
$1.48M 0.01%
+109,029
393
$1.47M 0.01%
+36,875
394
$1.46M 0.01%
+32,498
395
$1.45M 0.01%
+148,266
396
$1.44M 0.01%
+17,503
397
$1.41M 0.01%
+12,661
398
$1.37M 0.01%
+91,500
399
$1.36M 0.01%
+78,196
400
$1.35M 0.01%
+37,000
14 15
16
17 18