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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$954K 0.01%
6,368
-400
452
$941K 0.01%
38,280
453
$935K 0.01%
+23,781
454
$935K 0.01%
29,655
-26,913
455
$934K 0.01%
24,999
+2,952
456
$934K 0.01%
39,169
+12,181
457
$933K 0.01%
18,781
-2,400
458
$924K 0.01%
+19,352
459
$917K 0.01%
+58,264
460
$893K 0.01%
17,953
-6,395
461
$867K 0.01%
10,766
+78
462
$865K 0.01%
13,992
-15,500
463
$860K 0.01%
13,225
+1,959
464
$859K 0.01%
58,778
+17,680
465
$842K 0.01%
+20,111
466
$840K 0.01%
39,170
-14,700
467
$837K 0.01%
19,203
-5,464
468
$828K 0.01%
13,100
-1,539
469
$826K 0.01%
12,455
-1,696
470
$823K 0.01%
46,012
+11,069
471
$821K 0.01%
18,317
-3,600
472
$802K 0.01%
38,300
+527
473
$802K 0.01%
84,000
474
$793K 0.01%
46,400
475
$792K 0.01%
18,162
17 18
19
20 21