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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$899K 0.01%
29,382
-2,959
452
$897K 0.01%
35,772
-187,037
453
$894K 0.01%
19,970
+2,910
454
$891K 0.01%
15,038
+3,403
455
$891K 0.01%
+11,125
456
$883K 0.01%
12,147
+2,147
457
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16,000
-68,217
458
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+13,515
459
$861K 0.01%
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460
$860K 0.01%
19,938
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461
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29,858
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462
$851K 0.01%
10,644
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463
$851K 0.01%
84,000
464
$845K 0.01%
22,219
-2,218
465
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22,766
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28,397
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467
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10,575
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468
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60,048
-8,260
469
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24,937
470
$801K 0.01%
14,292
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471
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21,673
-940
472
$795K 0.01%
37,509
-2,045
473
$785K 0.01%
17,552
+200
474
$781K 0.01%
24,187
475
$776K 0.01%
60,355
+2,465
17 18
19
20 21