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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.09M 0.01%
+12,441
427
$1.09M 0.01%
+23,876
428
$1.08M 0.01%
+11,401
429
$1.07M 0.01%
+25,210
430
$1.06M 0.01%
+31,382
431
$1.05M 0.01%
+23,622
432
$1.03M 0.01%
+25,048
433
$1.03M 0.01%
+27,281
434
$1.02M 0.01%
+34,541
435
$1.02M 0.01%
+30,470
436
$1.01M 0.01%
+277,000
437
$1M 0.01%
+68,620
438
$998K 0.01%
+14,213
439
$988K 0.01%
+17,436
440
$986K 0.01%
+21,200
441
$982K 0.01%
+19,195
442
$980K 0.01%
+19,433
443
$971K 0.01%
+24,096
444
$955K 0.01%
+18,583
445
$954K 0.01%
+21,860
446
$945K 0.01%
+15,696
447
$944K 0.01%
+28,472
448
$938K 0.01%
+12,195
449
$936K 0.01%
+30,917
450
$930K 0.01%
+29,314
16 17
18
19 20