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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.69M 0.01%
90,867
-30,020
377
$1.68M 0.01%
26,123
+1,438
378
$1.68M 0.01%
63,764
-4,613
379
$1.67M 0.01%
49,109
-627
380
$1.64M 0.01%
27,396
-885
381
$1.64M 0.01%
64,284
-10,052
382
$1.63M 0.01%
+30,733
383
$1.62M 0.01%
28,667
-53
384
$1.59M 0.01%
155,408
+105,088
385
$1.58M 0.01%
43,161
+1,215
386
$1.58M 0.01%
23,375
-2,294
387
$1.56M 0.01%
40,376
-1,254
388
$1.5M 0.01%
20,620
+3,423
389
$1.48M 0.01%
49,361
+18,455
390
$1.48M 0.01%
13,926
-157
391
$1.47M 0.01%
91,200
-6,245
392
$1.46M 0.01%
28,332
+6,912
393
$1.46M 0.01%
55,785
+4,277
394
$1.43M 0.01%
27,598
+14
395
$1.42M 0.01%
12,948
396
$1.41M 0.01%
79,795
+9,015
397
$1.41M 0.01%
20,714
-4,684
398
$1.39M 0.01%
11,123
-2,330
399
$1.37M 0.01%
+12,148
400
$1.35M 0.01%
32,000
+16,000
14 15
16
17 18