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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$419K ﹤0.01%
+17,286
527
$418K ﹤0.01%
+37,000
528
$417K ﹤0.01%
+14,125
529
$415K ﹤0.01%
+14,445
530
$413K ﹤0.01%
+28,381
531
$409K ﹤0.01%
+12,462
532
$401K ﹤0.01%
+20,000
533
$399K ﹤0.01%
+26,860
534
$396K ﹤0.01%
+12,452
535
$387K ﹤0.01%
+17,606
536
$384K ﹤0.01%
+14,800
537
$382K ﹤0.01%
+16,169
538
$379K ﹤0.01%
+10,600
539
$366K ﹤0.01%
+15,555
540
$365K ﹤0.01%
+32,410
541
$359K ﹤0.01%
+24,504
542
$355K ﹤0.01%
+11,242
543
$353K ﹤0.01%
+32,589
544
$352K ﹤0.01%
+11,198
545
$352K ﹤0.01%
+11,575
546
$346K ﹤0.01%
+14,384
547
$344K ﹤0.01%
+12,965
548
$319K ﹤0.01%
+12,375
549
$315K ﹤0.01%
+10,350
550
$303K ﹤0.01%
+61
20 21
22
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