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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$114M
2
+$113M
3
+$97.8M
4
KMI icon
Kinder Morgan
KMI
+$95.3M
5
MPLX icon
MPLX
MPLX
+$86.8M

Top Sells

1
+$147M
2
+$108M
3
+$50.2M
4
TRGP icon
Targa Resources
TRGP
+$50.2M
5
BPL
Buckeye Partners, L.P.
BPL
+$49.1M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$906K 0.01%
20,552
+550
452
$901K 0.01%
13,127
453
$900K 0.01%
1,091,280
454
$897K 0.01%
17,682
455
$897K 0.01%
12,681
-4,794
456
$873K 0.01%
117,493
457
$863K 0.01%
13,897
+669
458
$835K 0.01%
24,437
+1,076
459
$828K 0.01%
17,686
-8,964
460
$823K 0.01%
+101,646
461
$817K 0.01%
10,625
-3,271
462
$811K 0.01%
38,280
463
$803K 0.01%
14,376
-67
464
$798K 0.01%
30,155
+1,124
465
$788K 0.01%
13,293
+1,089
466
$778K 0.01%
24,937
467
$773K 0.01%
32,341
-17,230
468
$771K 0.01%
52,220
-734,801
469
$755K 0.01%
41,870
+19,200
470
$754K 0.01%
56,572
-59,000
471
$752K 0.01%
17,352
+378
472
$743K 0.01%
57,890
473
$743K 0.01%
23,480
+494
474
$738K 0.01%
16,031
-514
475
$738K 0.01%
39,554
+3,596
17 18
19
20 21