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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$133M 1.04%
3,634,954
+40,994
27
$127M 0.99%
4,932,240
-1,090,444
28
$126M 0.99%
6,785,469
-979,577
29
$123M 0.96%
4,519,548
+77,069
30
$120M 0.94%
+3,093,560
31
$120M 0.94%
1,108,657
+14,001
32
$119M 0.93%
1,539,310
+11,100
33
$119M 0.93%
1,010,167
+18,461
34
$118M 0.92%
5,102,970
+477,153
35
$115M 0.9%
4,143,462
+1,890,677
36
$112M 0.88%
2,446,712
+393,472
37
$112M 0.88%
1,379,063
+7,539
38
$110M 0.86%
2,414,000
+32,522
39
$106M 0.83%
3,665,596
+3,186,241
40
$106M 0.83%
1,139,548
+15,170
41
$106M 0.83%
4,114,741
+16,732
42
$106M 0.83%
2,472,765
+78,742
43
$103M 0.8%
5,217,402
+2,752,845
44
$102M 0.8%
2,208,270
+2,084
45
$101M 0.79%
2,008,785
+48,547
46
$98.2M 0.77%
4,255,211
+1,774,174
47
$97.8M 0.77%
1,618,117
+24,010
48
$96.9M 0.76%
670,346
+10,201
49
$94.5M 0.74%
1,827,003
+38,093
50
$93.7M 0.73%
424,565
+6,326
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