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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$1.01M 0.01%
26,410
-7,941
452
$1.01M 0.01%
14,258
-1,436
453
$978K 0.01%
28,343
+456
454
$968K 0.01%
14,151
+3
455
$963K 0.01%
23,420
-4,114
456
$958K 0.01%
66,788
457
$956K 0.01%
11,775
+1,000
458
$955K 0.01%
24,684
-3,733
459
$947K 0.01%
38,280
460
$933K 0.01%
21,917
-582
461
$932K 0.01%
58,998
-2,565
462
$928K 0.01%
38,252
+3,213
463
$928K 0.01%
30,333
-1,413
464
$927K 0.01%
16,447
+5,260
465
$892K 0.01%
17,200
-4,800
466
$870K 0.01%
21,181
+579
467
$866K 0.01%
14,639
+790
468
$864K 0.01%
46,117
-6,059
469
$854K 0.01%
+50,470
470
$839K 0.01%
46,400
-6,400
471
$816K 0.01%
144,690
472
$754K 0.01%
27,725
-6,260
473
$753K 0.01%
19,591
474
$751K 0.01%
22,047
-1,695
475
$750K 0.01%
10,688
-193
17 18
19
20 21