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
476
$775K 0.01%
54,488
+2,268
477
$759K 0.01%
58,395
+9,045
478
$758K 0.01%
20,000
-12,000
479
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480
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481
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25,190
+11,900
482
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483
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18,347
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484
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38,280
485
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486
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22,359
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487
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121,000
+20,000
488
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24,659
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489
$700K 0.01%
32,544
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490
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57,758
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32,324
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494
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46,572
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495
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18,773
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496
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17,044
+5,995
497
$666K 0.01%
117,493
498
$662K 0.01%
+48,900
499
$644K 0.01%
17,594
500
$643K 0.01%
16,803
+1,972
18 19
20
21 22