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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$154M 1.02%
4,898,970
-25,835
27
$149M 0.99%
1,202,914
+13,973
28
$148M 0.98%
3,853,595
+40,426
29
$148M 0.98%
4,899,405
+53,468
30
$143M 0.95%
1,193,347
+13,954
31
$142M 0.94%
3,732,028
-58,459
32
$140M 0.93%
2,725,866
+16,277
33
$134M 0.89%
2,530,256
+37,022
34
$132M 0.87%
1,265,164
-225,404
35
$132M 0.87%
1,907,333
+13,580
36
$128M 0.85%
1,796,513
-417,446
37
$127M 0.84%
1,822,509
+20,408
38
$124M 0.82%
1,808,242
+6,809
39
$123M 0.81%
3,105,600
-300
40
$120M 0.79%
1,515,410
-4,392
41
$119M 0.79%
2,119,775
+11,717
42
$118M 0.78%
1,709,206
+14,318
43
$115M 0.76%
547,564
-103,962
44
$115M 0.76%
738,342
+6,548
45
$114M 0.75%
299,613
+3,161
46
$113M 0.75%
1,730,856
+422,630
47
$111M 0.74%
1,500,631
+8,970
48
$107M 0.71%
1,632,942
+452,159
49
$105M 0.7%
899,538
+9,860
50
$104M 0.69%
1,258,466
+41,370
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