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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.66M 0.01%
65,199
+1,435
377
$1.65M 0.01%
34,929
+7,935
378
$1.65M 0.01%
64,284
379
$1.64M 0.01%
21,476
+762
380
$1.64M 0.01%
134,060
-21,348
381
$1.63M 0.01%
88,376
-67,974
382
$1.61M 0.01%
29,335
+1,708
383
$1.57M 0.01%
13,477
+1,329
384
$1.52M 0.01%
33,909
+20,921
385
$1.52M 0.01%
91,075
+28,230
386
$1.51M 0.01%
146,807
+26,685
387
$1.48M 0.01%
23,993
-142,709
388
$1.47M 0.01%
16,709
-870
389
$1.43M 0.01%
35,073
390
$1.43M 0.01%
102,250
-78,300
391
$1.43M 0.01%
19,019
-4,356
392
$1.42M 0.01%
11,730
+2,350
393
$1.4M 0.01%
88,110
-3,090
394
$1.4M 0.01%
13,895
-31
395
$1.39M 0.01%
44,034
+3,800
396
$1.38M 0.01%
13,864
-775
397
$1.36M 0.01%
38,816
-1,301
398
$1.36M 0.01%
12,174
-876
399
$1.36M 0.01%
69,895
-9,900
400
$1.35M 0.01%
15,939
14 15
16
17 18