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
476
$915K 0.01%
19,329
+7,867
477
$891K 0.01%
21,960
478
$890K 0.01%
15,042
-5,065
479
$887K 0.01%
32,591
-4,308
480
$879K 0.01%
25,265
-205
481
$873K 0.01%
17,682
482
$868K 0.01%
61,175
+1,050
483
$860K 0.01%
19,601
-987
484
$849K 0.01%
57,853
+945
485
$849K 0.01%
18,699
-18,798
486
$844K 0.01%
58,070
-710
487
$842K 0.01%
+50,700
488
$834K 0.01%
39,412
-9,342
489
$827K 0.01%
+26,387
490
$824K 0.01%
10,696
-2,235
491
$785K 0.01%
34,616
-3,025
492
$778K 0.01%
28,979
-775
493
$776K 0.01%
+12,209
494
$773K 0.01%
19,186
-382
495
$768K 0.01%
24,937
496
$767K 0.01%
32,898
+74
497
$765K 0.01%
23,332
-26,592
498
$763K 0.01%
33,824
+22,627
499
$751K 0.01%
32,864
+9,025
500
$748K 0.01%
24,322
+12,382
18 19
20
21 22