CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.59M 0.01%
27,074
-383
402
$1.57M 0.01%
+26,700
403
$1.53M 0.01%
13,349
404
$1.52M 0.01%
13,948
-1,058
405
$1.52M 0.01%
15,563
+704
406
$1.52M 0.01%
38,148
+2,497
407
$1.5M 0.01%
18,237
-7,826
408
$1.49M 0.01%
28,552
-282
409
$1.49M 0.01%
38,409
+4,005
410
$1.45M 0.01%
27,927
-6,781
411
$1.45M 0.01%
13,706
+352
412
$1.44M 0.01%
58,554
+1,000
413
$1.42M 0.01%
+13,071
414
$1.41M 0.01%
47,885
+2,571
415
$1.4M 0.01%
13,346
-180
416
$1.39M 0.01%
15,083
-408
417
$1.39M 0.01%
21,399
-4,784
418
$1.39M 0.01%
28,350
-11,650
419
$1.35M 0.01%
28,631
+3,224
420
$1.34M 0.01%
69,040
421
$1.32M 0.01%
33,807
-2,419
422
$1.31M 0.01%
87,790
-23,110
423
$1.3M 0.01%
25,089
+768
424
$1.29M 0.01%
28,633
+236
425
$1.28M 0.01%
+20,491
15 16
17
18 19