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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.34M 0.01%
+25,006
402
$1.32M 0.01%
+118,300
403
$1.3M 0.01%
+67,794
404
$1.27M 0.01%
+14,557
405
$1.26M 0.01%
+12,912
406
$1.24M 0.01%
+17,854
407
$1.22M 0.01%
+43,585
408
$1.21M 0.01%
+36,030
409
$1.19M 0.01%
+13,602
410
$1.17M 0.01%
+13,415
411
$1.16M 0.01%
+19,406
412
$1.16M 0.01%
+11,555
413
$1.16M 0.01%
+14,069
414
$1.16M 0.01%
+18,992
415
$1.16M 0.01%
+20,265
416
$1.15M 0.01%
+15,100
417
$1.15M 0.01%
+37,220
418
$1.14M 0.01%
+13,507
419
$1.13M 0.01%
+64,398
420
$1.13M 0.01%
+12,515
421
$1.11M 0.01%
+23,083
422
$1.11M 0.01%
+87,812
423
$1.11M 0.01%
+20,930
424
$1.1M 0.01%
+43,732
425
$1.09M 0.01%
+14,831
15 16
17
18 19