CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+2.59%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$11.8B
AUM Growth
–
Cap. Flow
+$11.8B
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
20.48%
Holding
578
New
578
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Enterprise Products Partners
EPD
|
$481M |
| 2 |
Apple
AAPL
|
$296M |
| 3 |
Energy Transfer Partners
ET
|
$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% |
