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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$632K ﹤0.01%
36,270
-5,600
502
$629K ﹤0.01%
37,773
-591
503
$628K ﹤0.01%
11,910
-380
504
$625K ﹤0.01%
12,588
+1,600
505
$616K ﹤0.01%
40,896
-10,000
506
$609K ﹤0.01%
12,542
-13,028
507
$589K ﹤0.01%
+23,305
508
$588K ﹤0.01%
39,612
+1,797
509
$578K ﹤0.01%
44,279
-12,521
510
$571K ﹤0.01%
47,692
+3,751
511
$547K ﹤0.01%
10,347
512
$541K ﹤0.01%
+36,846
513
$531K ﹤0.01%
+72,993
514
$528K ﹤0.01%
37,800
515
$524K ﹤0.01%
66,788
-890
516
$512K ﹤0.01%
63,450
+350
517
$512K ﹤0.01%
19,084
518
$492K ﹤0.01%
29,047
+1,406
519
$491K ﹤0.01%
10,042
-90
520
$481K ﹤0.01%
17,755
521
$479K ﹤0.01%
11,980
+430
522
$474K ﹤0.01%
15,082
-75
523
$472K ﹤0.01%
15,881
-634
524
$467K ﹤0.01%
18,898
+1,250
525
$463K ﹤0.01%
13,810
+1,493
19 20
21
22 23