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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$131M 0.96%
2,676,082
+72,603
27
$130M 0.96%
2,140,392
+40,274
28
$129M 0.95%
1,582,240
+63,148
29
$128M 0.94%
2,234,926
+47,691
30
$125M 0.92%
2,241,390
-742,843
31
$120M 0.89%
4,356,836
+16,623
32
$117M 0.86%
6,265,280
+118,200
33
$115M 0.85%
1,565,422
+27,036
34
$110M 0.81%
1,660,970
+141,400
35
$110M 0.81%
2,759,436
+67,968
36
$109M 0.81%
366,834
+352,942
37
$106M 0.79%
1,324,138
+307,931
38
$106M 0.78%
1,923,565
+57,487
39
$104M 0.77%
2,130,105
+44,217
40
$102M 0.76%
1,108,780
+8,148
41
$102M 0.75%
2,916,134
-574,048
42
$102M 0.75%
3,985,054
+788,257
43
$102M 0.75%
2,325,556
+75,637
44
$100M 0.74%
2,047,796
+7,972
45
$98.7M 0.73%
817,129
+9,391
46
$98M 0.72%
1,498,781
-557,299
47
$96.5M 0.71%
643,320
+10,852
48
$95.6M 0.71%
404,539
+13,768
49
$95.2M 0.7%
1,208,342
+298,563
50
$93.5M 0.69%
1,899,630
-1,007,409
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