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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$599K ﹤0.01%
56,800
+1,868
502
$595K ﹤0.01%
10,132
+90
503
$595K ﹤0.01%
3,794
+750
504
$595K ﹤0.01%
+25,553
505
$591K ﹤0.01%
17,594
+1,425
506
$590K ﹤0.01%
18,950
507
$586K ﹤0.01%
32,024
-5,045
508
$586K ﹤0.01%
12,988
509
$581K ﹤0.01%
14,831
+1,900
510
$578K ﹤0.01%
63,100
511
$568K ﹤0.01%
+13,115
512
$567K ﹤0.01%
24,354
+1,200
513
$562K ﹤0.01%
+10,347
514
$555K ﹤0.01%
11,049
-91
515
$541K ﹤0.01%
41,600
516
$540K ﹤0.01%
19,084
517
$539K ﹤0.01%
37,815
518
$510K ﹤0.01%
37,800
519
$506K ﹤0.01%
32,915
520
$503K ﹤0.01%
43,941
-1,360
521
$500K ﹤0.01%
10,735
-9,606
522
$499K ﹤0.01%
13,753
+1,130
523
$499K ﹤0.01%
15,157
+2,621
524
$498K ﹤0.01%
10,547
-423
525
$496K ﹤0.01%
18,000
+4,000
19 20
21
22 23