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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.35M 0.01%
+22,176
402
$1.32M 0.01%
43,037
+7,420
403
$1.32M 0.01%
33,891
-221
404
$1.29M 0.01%
14,608
+5
405
$1.29M 0.01%
29,764
-27,898
406
$1.29M 0.01%
13,050
+958
407
$1.28M 0.01%
11,543
-12,503
408
$1.28M 0.01%
40,117
409
$1.27M 0.01%
25,570
+5,968
410
$1.26M 0.01%
14,639
-400
411
$1.26M 0.01%
15,939
+136
412
$1.25M 0.01%
32,975
-1,575
413
$1.24M 0.01%
40,000
414
$1.24M 0.01%
42,824
415
$1.24M 0.01%
24,918
+218
416
$1.23M 0.01%
36,645
+16,470
417
$1.21M 0.01%
70,950
+5,880
418
$1.21M 0.01%
18,273
+943
419
$1.21M 0.01%
18,143
+5,259
420
$1.21M 0.01%
40,234
+26
421
$1.2M 0.01%
14,499
+716
422
$1.2M 0.01%
25,222
-277
423
$1.19M 0.01%
30,722
-2,895
424
$1.19M 0.01%
21,935
+2,622
425
$1.19M 0.01%
35,073
15 16
17
18 19