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
501
$746K 0.01%
11,139
502
$745K 0.01%
275,000
503
$737K 0.01%
10,651
+459
504
$736K 0.01%
17,611
+367
505
$728K 0.01%
+14,665
506
$720K 0.01%
18,319
-17,314
507
$720K 0.01%
13,335
508
$709K 0.01%
16,005
+1,255
509
$695K 0.01%
27,864
510
$679K 0.01%
24,413
+8,327
511
$678K 0.01%
45,624
-2,073
512
$675K 0.01%
25,918
-2,865
513
$671K 0.01%
38,280
-1,101
514
$671K 0.01%
45,000
-587
515
$670K ﹤0.01%
12,865
-2,600
516
$660K ﹤0.01%
18,601
-26,859
517
$655K ﹤0.01%
+12,385
518
$635K ﹤0.01%
36,932
+705
519
$634K ﹤0.01%
11,510
-12,028
520
$617K ﹤0.01%
+12,340
521
$613K ﹤0.01%
+64,917
522
$609K ﹤0.01%
+10,308
523
$606K ﹤0.01%
14,765
-10
524
$603K ﹤0.01%
15,775
-234
525
$598K ﹤0.01%
16,748
-1,079
19 20
21
22 23