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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$605K ﹤0.01%
25,420
+3,319
502
$601K ﹤0.01%
11,665
+530
503
$594K ﹤0.01%
41,098
+6,011
504
$589K ﹤0.01%
31,000
505
$588K ﹤0.01%
19,084
-47
506
$582K ﹤0.01%
+11,595
507
$577K ﹤0.01%
13,640
+584
508
$558K ﹤0.01%
20,847
-1,710
509
$558K ﹤0.01%
14,669
510
$556K ﹤0.01%
58,635
+1
511
$553K ﹤0.01%
14,943
512
$553K ﹤0.01%
21,590
+5,260
513
$550K ﹤0.01%
+26,988
514
$543K ﹤0.01%
38,468
-31,025
515
$543K ﹤0.01%
17,182
-8,083
516
$530K ﹤0.01%
37,512
+7,168
517
$525K ﹤0.01%
10,813
-132
518
$525K ﹤0.01%
43,779
519
$519K ﹤0.01%
34,943
-533
520
$516K ﹤0.01%
6,928
+1,525
521
$502K ﹤0.01%
40,823
522
$498K ﹤0.01%
24,284
-870
523
$485K ﹤0.01%
26,919
-7,560
524
$475K ﹤0.01%
12,180
+610
525
$475K ﹤0.01%
31,310
-57,070
19 20
21
22 23