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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.34M 0.01%
40,000
402
$1.33M 0.01%
21,636
-5,760
403
$1.33M 0.01%
42,254
-6,855
404
$1.32M 0.01%
39,372
+12,856
405
$1.32M 0.01%
57,554
+33,200
406
$1.32M 0.01%
38,306
-4,855
407
$1.32M 0.01%
27,437
+1,507
408
$1.31M 0.01%
128,200
-37,720
409
$1.3M 0.01%
14,508
-100
410
$1.3M 0.01%
48,795
-6,990
411
$1.29M 0.01%
38,187
-4,850
412
$1.29M 0.01%
15,255
-7,214
413
$1.28M 0.01%
356,554
414
$1.28M 0.01%
24,812
-3,520
415
$1.28M 0.01%
77,228
-13,639
416
$1.28M 0.01%
10,405
-718
417
$1.27M 0.01%
+20,468
418
$1.26M 0.01%
18,879
-1,910
419
$1.24M 0.01%
42,824
420
$1.24M 0.01%
118,300
421
$1.23M 0.01%
20,894
+7,093
422
$1.22M 0.01%
71,572
+622
423
$1.22M 0.01%
11,381
-3,118
424
$1.22M 0.01%
31,182
+460
425
$1.21M 0.01%
23,518
-1,400
15 16
17
18 19