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
476
$747K ﹤0.01%
26,260
477
$744K ﹤0.01%
11,816
-850
478
$744K ﹤0.01%
37,773
479
$742K ﹤0.01%
18,162
-2,025
480
$739K ﹤0.01%
30,500
481
$735K ﹤0.01%
20,283
-23,750
482
$732K ﹤0.01%
15,958
+550
483
$722K ﹤0.01%
12,389
-35
484
$718K ﹤0.01%
71,000
-20,000
485
$701K ﹤0.01%
11,266
+110
486
$696K ﹤0.01%
13,035
+2,955
487
$695K ﹤0.01%
84,000
488
$682K ﹤0.01%
43,660
-51
489
$679K ﹤0.01%
21,725
490
$679K ﹤0.01%
10,251
+12
491
$667K ﹤0.01%
+27,007
492
$665K ﹤0.01%
15,991
-183
493
$656K ﹤0.01%
13,511
-600
494
$648K ﹤0.01%
23,305
495
$639K ﹤0.01%
38,847
-2,120
496
$633K ﹤0.01%
11,850
-295
497
$630K ﹤0.01%
11,981
-3,286
498
$624K ﹤0.01%
37,822
-9,620
499
$616K ﹤0.01%
46,320
-507
500
$614K ﹤0.01%
+5,615
18 19
20
21 22