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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.98M 0.01%
58,505
-120
377
$1.98M 0.01%
23,743
-4,611
378
$1.98M 0.01%
+18,250
379
$1.97M 0.01%
17,335
-3,901
380
$1.96M 0.01%
32,509
+4,791
381
$1.96M 0.01%
29,925
-9
382
$1.95M 0.01%
25,323
-137
383
$1.92M 0.01%
+10,161
384
$1.89M 0.01%
+150,937
385
$1.84M 0.01%
43,470
+7,066
386
$1.84M 0.01%
23,550
-1,259
387
$1.84M 0.01%
57,442
+33,936
388
$1.81M 0.01%
71,472
389
$1.8M 0.01%
118,300
390
$1.79M 0.01%
86,372
-13,438
391
$1.78M 0.01%
8,606
-48,327
392
$1.74M 0.01%
+10,492
393
$1.73M 0.01%
48,076
+1,201
394
$1.73M 0.01%
34,201
-8,875
395
$1.72M 0.01%
49,781
+23,040
396
$1.71M 0.01%
37,880
+2,550
397
$1.71M 0.01%
18,296
-2,682
398
$1.69M 0.01%
17,100
+319
399
$1.68M 0.01%
27,580
+2,343
400
$1.67M 0.01%
117,578
-881
14 15
16
17 18