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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$929K 0.01%
+15,451
452
$903K 0.01%
+13,876
453
$903K 0.01%
+39,110
454
$891K 0.01%
+27,207
455
$882K 0.01%
+10,710
456
$880K 0.01%
+46,629
457
$878K 0.01%
+41,113
458
$862K 0.01%
+13,127
459
$852K 0.01%
+33,537
460
$828K 0.01%
+17,682
461
$822K 0.01%
+13,964
462
$809K 0.01%
+23,972
463
$805K 0.01%
+14,362
464
$794K 0.01%
+21,584
465
$792K 0.01%
+22,881
466
$781K 0.01%
+12,892
467
$771K 0.01%
+21,842
468
$765K 0.01%
+11,232
469
$749K 0.01%
+15,375
470
$747K 0.01%
+10,130
471
$744K 0.01%
+24,100
472
$742K 0.01%
+22,100
473
$741K 0.01%
+22,390
474
$738K 0.01%
+54,060
475
$732K 0.01%
+22,175
17 18
19
20 21