CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$783K ﹤0.01%
+10,059
477
$778K ﹤0.01%
10,468
-21,232
478
$748K ﹤0.01%
31,800
+1,300
479
$736K ﹤0.01%
47,379
+3,600
480
$728K ﹤0.01%
45,322
+1,662
481
$725K ﹤0.01%
11,569
-412
482
$720K ﹤0.01%
21,847
+122
483
$718K ﹤0.01%
26,260
484
$717K ﹤0.01%
52,043
-49,453
485
$716K ﹤0.01%
11,740
-649
486
$716K ﹤0.01%
19,591
487
$715K ﹤0.01%
11,650
-15
488
$712K ﹤0.01%
15,200
-2,000
489
$710K ﹤0.01%
16,323
+332
490
$705K ﹤0.01%
14,198
-1,760
491
$702K ﹤0.01%
69,850
+11,215
492
$693K ﹤0.01%
46,320
493
$688K ﹤0.01%
71,000
494
$685K ﹤0.01%
10,207
-1,609
495
$674K ﹤0.01%
27,007
496
$663K ﹤0.01%
15,478
+1,838
497
$654K ﹤0.01%
25,470
-1,552
498
$653K ﹤0.01%
23,305
499
$650K ﹤0.01%
20,180
-7,545
500
$637K ﹤0.01%
36,643
-1,179
18 19
20
21 22