CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$1.27M 0.01%
90,255
+58,945
427
$1.26M 0.01%
35,280
+4,947
428
$1.24M 0.01%
42,524
-12,284
429
$1.23M 0.01%
33,958
-2,190
430
$1.22M 0.01%
17,682
431
$1.21M 0.01%
93,664
-3,884
432
$1.2M 0.01%
24,437
+1,047
433
$1.18M 0.01%
4,783
434
$1.14M 0.01%
17,491
-775
435
$1.14M 0.01%
18,393
-7,634
436
$1.12M 0.01%
23,031
-4,105
437
$1.12M 0.01%
17,906
+714
438
$1.12M 0.01%
41,363
+3,111
439
$1.11M 0.01%
+10,885
440
$1.08M 0.01%
18,410
-44,609
441
$1.07M 0.01%
20,746
-1,501
442
$1.06M 0.01%
13,064
+1,289
443
$1.05M 0.01%
13,536
-930
444
$1.03M 0.01%
58,058
-940
445
$1.02M 0.01%
29,224
-4,192
446
$1.01M 0.01%
21,066
+9,471
447
$996K 0.01%
+12,491
448
$990K 0.01%
21,316
-3,368
449
$987K 0.01%
67,888
+1,100
450
$962K 0.01%
13,788
-1,685
16 17
18
19 20