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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.86M 0.01%
26,900
-1,722
377
$1.86M 0.01%
29,492
-5
378
$1.83M 0.01%
43,528
+1,331
379
$1.8M 0.01%
56,568
-314
380
$1.79M 0.01%
63,475
+5,685
381
$1.79M 0.01%
118,300
382
$1.78M 0.01%
35,334
+6,991
383
$1.78M 0.01%
110,900
+280
384
$1.76M 0.01%
34,708
+7,654
385
$1.76M 0.01%
35,651
+4,518
386
$1.74M 0.01%
23,656
+1,110
387
$1.74M 0.01%
17,157
+343
388
$1.74M 0.01%
74,674
-597
389
$1.71M 0.01%
23,662
+399
390
$1.7M 0.01%
188,062
391
$1.69M 0.01%
80,109
+6,154
392
$1.68M 0.01%
+10,930
393
$1.68M 0.01%
56,630
-287
394
$1.68M 0.01%
28,834
-26,974
395
$1.65M 0.01%
51,561
-2,653
396
$1.65M 0.01%
61,048
+29,948
397
$1.64M 0.01%
26,183
-2,215
398
$1.63M 0.01%
20,467
-2,665
399
$1.61M 0.01%
26,027
+3,067
400
$1.59M 0.01%
36,175
+1,866
14 15
16
17 18