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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.36M 0.01%
13,190
+210
427
$1.35M 0.01%
32,145
-365
428
$1.35M 0.01%
130,380
+15,844
429
$1.34M 0.01%
+63,435
430
$1.34M 0.01%
30,306
+3,785
431
$1.34M 0.01%
121,209
-14,070
432
$1.32M 0.01%
21,615
-9,585
433
$1.31M 0.01%
22,321
434
$1.31M 0.01%
85,000
435
$1.28M 0.01%
+10,457
436
$1.28M 0.01%
43,429
+4,116
437
$1.28M 0.01%
15,198
-594
438
$1.26M 0.01%
25,000
439
$1.26M 0.01%
26,986
-10,521
440
$1.25M 0.01%
12,068
-90
441
$1.25M 0.01%
35,073
442
$1.23M 0.01%
14,522
+346
443
$1.21M 0.01%
41,448
-2,905
444
$1.21M 0.01%
22,359
-800
445
$1.2M 0.01%
22,992
-748
446
$1.17M 0.01%
37,000
447
$1.17M 0.01%
12,715
-2,015
448
$1.15M 0.01%
+23,269
449
$1.14M 0.01%
12,947
-205
450
$1.14M 0.01%
14,638
-3,328
16 17
18
19 20