CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$69.6M
2
+$67.8M
3
+$45.1M
4
ET icon
Energy Transfer Partners
ET
+$35.6M
5
TRGP icon
Targa Resources
TRGP
+$35.1M

Top Sells

1
+$44.8M
2
+$38.2M
3
+$30.6M
4
BA icon
Boeing
BA
+$29.2M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$616K ﹤0.01%
13,896
-12,514
502
$607K ﹤0.01%
18,461
-3,129
503
$599K ﹤0.01%
+92,625
504
$590K ﹤0.01%
+61,992
505
$581K ﹤0.01%
17,096
-86
506
$573K ﹤0.01%
+20,640
507
$572K ﹤0.01%
18,175
+1,175
508
$572K ﹤0.01%
17,542
-3,305
509
$566K ﹤0.01%
37,417
-1,051
510
$563K ﹤0.01%
14,943
511
$557K ﹤0.01%
37,807
-1,040
512
$554K ﹤0.01%
24,284
513
$554K ﹤0.01%
10,831
+18
514
$541K ﹤0.01%
37,512
515
$531K ﹤0.01%
+17,335
516
$521K ﹤0.01%
22,651
-718
517
$517K ﹤0.01%
15,034
+365
518
$513K ﹤0.01%
66,130
+15,010
519
$507K ﹤0.01%
26,005
-914
520
$506K ﹤0.01%
16,459
+4,669
521
$501K ﹤0.01%
+10,885
522
$496K ﹤0.01%
21,065
523
$470K ﹤0.01%
38,417
-2,406
524
$461K ﹤0.01%
+30,842
525
$454K ﹤0.01%
11,415
-765
19 20
21
22 23