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
501
$585K 0.01%
+84,000
502
$571K ﹤0.01%
+10,372
503
$570K ﹤0.01%
+40,000
504
$564K ﹤0.01%
+12,922
505
$563K ﹤0.01%
+12,260
506
$542K ﹤0.01%
+10,000
507
$526K ﹤0.01%
+41,660
508
$523K ﹤0.01%
+30,573
509
$500K ﹤0.01%
+35,000
510
$490K ﹤0.01%
+37,800
511
$489K ﹤0.01%
+11,873
512
$477K ﹤0.01%
+10,098
513
$472K ﹤0.01%
+11,391
514
$468K ﹤0.01%
+11,148
515
$465K ﹤0.01%
+13,003
516
$461K ﹤0.01%
+37,773
517
$457K ﹤0.01%
+22,125
518
$446K ﹤0.01%
+11,856
519
$445K ﹤0.01%
+20,725
520
$445K ﹤0.01%
+22,421
521
$445K ﹤0.01%
+22,568
522
$440K ﹤0.01%
+10,170
523
$439K ﹤0.01%
+17,755
524
$427K ﹤0.01%
+22,221
525
$422K ﹤0.01%
+8,715
19 20
21
22 23