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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.29M 0.01%
36,226
-825
427
$1.28M 0.01%
13,349
+1,166
428
$1.28M 0.01%
13,526
-3,239
429
$1.28M 0.01%
34,404
+100
430
$1.27M 0.01%
21,515
-125
431
$1.26M 0.01%
23,390
-32
432
$1.26M 0.01%
36,148
-3,110
433
$1.26M 0.01%
16,708
-2,857
434
$1.25M 0.01%
28,397
435
$1.21M 0.01%
+4,783
436
$1.2M 0.01%
25,407
+4,083
437
$1.2M 0.01%
24,348
+1,223
438
$1.17M 0.01%
60,436
-26,480
439
$1.15M 0.01%
13,354
-410
440
$1.15M 0.01%
97,548
441
$1.12M 0.01%
17,192
+41
442
$1.12M 0.01%
6,768
-362
443
$1.12M 0.01%
24,667
+1,337
444
$1.11M 0.01%
18,266
+400
445
$1.11M 0.01%
14,466
-1,350
446
$1.09M 0.01%
53,870
+16,500
447
$1.09M 0.01%
16,166
-4,040
448
$1.08M 0.01%
24,321
-4,406
449
$1.08M 0.01%
17,682
450
$1.05M 0.01%
15,473
+287
16 17
18
19 20