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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$108M 0.92%
+2,139,720
27
$106M 0.9%
+803,580
28
$98.5M 0.84%
+1,828,153
29
$97.4M 0.83%
+4,235,582
30
$95.8M 0.81%
+1,281,834
31
$91.4M 0.78%
+1,784,064
32
$91.2M 0.78%
+1,117,086
33
$90.7M 0.77%
+1,049,454
34
$90.2M 0.77%
+3,232,167
35
$90.1M 0.77%
+1,094,375
36
$87.6M 0.75%
+3,443,478
37
$87M 0.74%
+1,621,920
38
$86.7M 0.74%
+1,286,327
39
$85.1M 0.72%
+1,327,751
40
$84.9M 0.72%
+1,039,919
41
$82.7M 0.7%
+381,327
42
$79.8M 0.68%
+815,151
43
$78.9M 0.67%
+2,539,220
44
$78.5M 0.67%
+1,077,785
45
$76.9M 0.65%
+2,667,044
46
$76.3M 0.65%
+594,901
47
$74.1M 0.63%
+759,284
48
$73M 0.62%
+4,238,996
49
$70.8M 0.6%
+718,506
50
$70.5M 0.6%
+836,420
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