CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1.91M 0.01%
118,300
377
$1.89M 0.01%
23,755
+3,288
378
$1.89M 0.01%
71,380
+11,228
379
$1.88M 0.01%
80,550
+441
380
$1.87M 0.01%
24,074
+418
381
$1.85M 0.01%
25,431
-1,012
382
$1.85M 0.01%
77,906
+3,232
383
$1.8M 0.01%
17,281
+124
384
$1.79M 0.01%
30,399
-490
385
$1.78M 0.01%
40,249
+8,933
386
$1.77M 0.01%
98,300
-247,882
387
$1.75M 0.01%
39,414
+3,239
388
$1.75M 0.01%
38,611
+275
389
$1.73M 0.01%
36,623
+2,490
390
$1.72M 0.01%
25,185
+1,523
391
$1.72M 0.01%
25,263
-1,637
392
$1.67M 0.01%
21,479
-3,379
393
$1.67M 0.01%
41,030
394
$1.65M 0.01%
50,304
-1,124
395
$1.65M 0.01%
42,435
+312
396
$1.65M 0.01%
188,062
397
$1.65M 0.01%
+304,600
398
$1.61M 0.01%
30,001
+2,070
399
$1.61M 0.01%
24,686
-1,351
400
$1.59M 0.01%
52,904
+1,343
14 15
16
17 18