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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.58M 0.01%
41,030
402
$1.58M 0.01%
25,275
+19
403
$1.57M 0.01%
51,428
-6,672
404
$1.56M 0.01%
45,314
-659
405
$1.55M 0.01%
26,037
+1,096
406
$1.55M 0.01%
15,006
-456
407
$1.55M 0.01%
38,336
-437
408
$1.52M 0.01%
34,133
+4,194
409
$1.52M 0.01%
14,488
-393
410
$1.52M 0.01%
20,300
-6,486
411
$1.52M 0.01%
27,457
+409
412
$1.5M 0.01%
+10,462
413
$1.48M 0.01%
15,491
+423
414
$1.47M 0.01%
54,808
+1,532
415
$1.47M 0.01%
60,152
-1,257
416
$1.43M 0.01%
14,859
+2,510
417
$1.41M 0.01%
22,247
-1,771
418
$1.39M 0.01%
+50,577
419
$1.39M 0.01%
27,931
+228
420
$1.38M 0.01%
69,040
+395
421
$1.36M 0.01%
101,496
-45,622
422
$1.36M 0.01%
42,123
+4
423
$1.35M 0.01%
31,316
+79
424
$1.35M 0.01%
57,554
425
$1.32M 0.01%
27,136
-4,000
15 16
17
18 19