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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.66M 0.01%
14,614
+2,071
402
$1.66M 0.01%
16,465
-715
403
$1.66M 0.01%
29,495
-60
404
$1.64M 0.01%
76,002
-298
405
$1.64M 0.01%
33,906
+3,111
406
$1.58M 0.01%
19,207
+4,380
407
$1.57M 0.01%
19,630
-2,730
408
$1.53M 0.01%
23,847
409
$1.52M 0.01%
15,800
-308
410
$1.51M 0.01%
10,907
-606
411
$1.5M 0.01%
37,555
-23,484
412
$1.5M 0.01%
98,855
+1,740
413
$1.5M 0.01%
113,865
-12,580
414
$1.49M 0.01%
30,017
-1,686
415
$1.45M 0.01%
+72,465
416
$1.43M 0.01%
30,129
-267
417
$1.43M 0.01%
24,091
-205
418
$1.43M 0.01%
15,301
-22
419
$1.42M 0.01%
37,295
420
$1.4M 0.01%
74,079
-7,577
421
$1.4M 0.01%
30,772
-2,385
422
$1.4M 0.01%
12,813
+2,604
423
$1.37M 0.01%
39,905
+4,005
424
$1.36M 0.01%
14,662
425
$1.36M 0.01%
47,652
15 16
17
18 19