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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$595K ﹤0.01%
45,644
527
$591K ﹤0.01%
40,876
-4,260
528
$588K ﹤0.01%
13,912
-3,855
529
$584K ﹤0.01%
38,961
+1,188
530
$584K ﹤0.01%
18,590
531
$582K ﹤0.01%
14,312
-16,185
532
$571K ﹤0.01%
1,090,400
-120,000
533
$570K ﹤0.01%
17,395
+5,520
534
$567K ﹤0.01%
16,770
+1,010
535
$565K ﹤0.01%
32,905
+696
536
$545K ﹤0.01%
17,030
+2,942
537
$538K ﹤0.01%
10,000
538
$536K ﹤0.01%
29,622
-1,076
539
$530K ﹤0.01%
37,800
540
$529K ﹤0.01%
36,225
-8,810
541
$525K ﹤0.01%
19,347
+5,145
542
$524K ﹤0.01%
+10,715
543
$521K ﹤0.01%
+43,000
544
$521K ﹤0.01%
+9,340
545
$514K ﹤0.01%
23,210
+56
546
$510K ﹤0.01%
+17,095
547
$510K ﹤0.01%
+13,454
548
$502K ﹤0.01%
12,689
-327
549
$501K ﹤0.01%
17,755
550
$501K ﹤0.01%
84,000
20 21
22
23 24