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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.16M 0.01%
25,930
+2,288
427
$1.15M 0.01%
+10,465
428
$1.13M 0.01%
9,380
+1,900
429
$1.12M 0.01%
356,554
+68,356
430
$1.11M 0.01%
33,816
+7,974
431
$1.11M 0.01%
20,789
+6,365
432
$1.1M 0.01%
51,404
+7,330
433
$1.1M 0.01%
25,605
-19,112
434
$1.09M 0.01%
12,886
-245
435
$1.08M 0.01%
118,300
436
$1.06M 0.01%
+120,122
437
$1.04M 0.01%
26,994
+2,850
438
$1.03M 0.01%
35,117
+91
439
$1.02M 0.01%
15,114
+2,990
440
$985K 0.01%
38,224
-531
441
$979K 0.01%
+26,516
442
$974K 0.01%
62,845
+6,850
443
$972K 0.01%
16,866
+1,000
444
$969K 0.01%
25,400
-8,102
445
$962K 0.01%
68,308
-11,312
446
$950K 0.01%
12,438
-2,858
447
$932K 0.01%
22,613
+1,448
448
$926K 0.01%
+32,243
449
$918K 0.01%
12,081
-1,105
450
$910K 0.01%
26,015
+55
16 17
18
19 20