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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.13M 0.01%
24,353
-334
452
$1.12M 0.01%
18,618
-116
453
$1.11M 0.01%
18,358
-6,147
454
$1.11M 0.01%
10,222
-1,172
455
$1.07M 0.01%
15,977
+956
456
$1.05M 0.01%
20,542
+755
457
$1.04M 0.01%
14,194
-1,711
458
$1.04M 0.01%
18,122
-4,360
459
$1.03M 0.01%
24,625
+45
460
$1.03M 0.01%
24,486
461
$1.03M 0.01%
14,376
+261
462
$1.01M 0.01%
25,173
-17,237
463
$1.01M 0.01%
15,860
+2,429
464
$1.01M 0.01%
18,881
+1,532
465
$1M 0.01%
39,287
-142,786
466
$986K 0.01%
13,866
+1,108
467
$977K 0.01%
57,160
-165
468
$977K 0.01%
34,417
-739
469
$967K 0.01%
15,696
-1,000
470
$962K 0.01%
24,619
-1,957
471
$962K 0.01%
14,071
+534
472
$944K 0.01%
46,298
-6,200
473
$931K 0.01%
+18,122
474
$927K 0.01%
22,697
-1,540
475
$923K 0.01%
40,000
17 18
19
20 21