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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.21M 0.01%
17,512
-631
427
$1.19M 0.01%
16,693
-1,035
428
$1.14M 0.01%
28,286
-5,605
429
$1.14M 0.01%
32,959
-857
430
$1.1M 0.01%
87,097
+45,497
431
$1.1M 0.01%
13,183
+297
432
$1.09M 0.01%
15,114
433
$1.09M 0.01%
38,893
+3,776
434
$1.09M 0.01%
21,017
+3,331
435
$1.09M 0.01%
18,587
+314
436
$1.07M 0.01%
40,851
+568
437
$1.06M 0.01%
29,595
-7,050
438
$1.04M 0.01%
22,331
-2,891
439
$1.02M 0.01%
22,962
+2,410
440
$977K 0.01%
120,000
+18,354
441
$975K 0.01%
1,094,400
+3,120
442
$975K 0.01%
24,903
-702
443
$973K 0.01%
16,866
444
$964K 0.01%
34,667
-3,557
445
$953K 0.01%
17,682
446
$947K 0.01%
14,054
+157
447
$940K 0.01%
22,868
-2,532
448
$916K 0.01%
25,960
-55
449
$911K 0.01%
13,990
+863
450
$906K 0.01%
16,750
-13,508
16 17
18
19 20