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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$134M 1.03%
5,765,448
+548,046
27
$132M 1.02%
4,631,592
+112,044
28
$130M 1%
484,513
+17,630
29
$130M 1%
1,154,703
+46,046
30
$125M 0.97%
1,822,241
+35,926
31
$124M 0.96%
1,155,230
+15,682
32
$122M 0.94%
2,383,022
-30,978
33
$122M 0.94%
2,254,839
+46,569
34
$121M 0.93%
1,577,526
+38,216
35
$119M 0.92%
5,800,851
+1,657,389
36
$118M 0.92%
3,105,720
+12,160
37
$114M 0.88%
4,943,945
+73,100
38
$113M 0.88%
3,817,876
+1,467,878
39
$112M 0.87%
4,212,001
+97,260
40
$110M 0.85%
1,100,610
-417,505
41
$105M 0.81%
2,592,520
+119,755
42
$104M 0.81%
2,065,130
+56,345
43
$104M 0.81%
1,654,986
+36,869
44
$104M 0.8%
1,440,427
+61,364
45
$99.3M 0.77%
1,159,897
+34,980
46
$98.4M 0.76%
859,739
+19,732
47
$97.8M 0.76%
2,495,364
+44,370
48
$96.8M 0.75%
5,285,184
+1,029,973
49
$92.7M 0.72%
1,336,983
+63,940
50
$88.6M 0.69%
1,443,807
+430,579
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