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
476
$729K 0.01%
+12,427
477
$715K 0.01%
+13,892
478
$706K 0.01%
+28,265
479
$697K 0.01%
+34,629
480
$690K 0.01%
+16,844
481
$685K 0.01%
+28,613
482
$681K 0.01%
+8,160
483
$676K 0.01%
+19,670
484
$675K 0.01%
+39,174
485
$675K 0.01%
+30,926
486
$670K 0.01%
+10,671
487
$660K 0.01%
+38,613
488
$658K 0.01%
+14,951
489
$652K 0.01%
+24,321
490
$646K 0.01%
+24,516
491
$638K 0.01%
+15,809
492
$633K 0.01%
+85,000
493
$619K 0.01%
+65
494
$612K 0.01%
+1,319,360
495
$611K 0.01%
+10,525
496
$606K 0.01%
+24,504
497
$604K 0.01%
+64,200
498
$601K 0.01%
+14,705
499
$601K 0.01%
+13,619
500
$598K 0.01%
+13,188
18 19
20
21 22