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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$494K ﹤0.01%
69,299
-11,103
527
$481K ﹤0.01%
17,755
528
$476K ﹤0.01%
+10,988
529
$462K ﹤0.01%
16,054
530
$459K ﹤0.01%
17,648
-1,865
531
$453K ﹤0.01%
46,387
-139,300
532
$452K ﹤0.01%
13,598
-175,900
533
$451K ﹤0.01%
27,641
534
$450K ﹤0.01%
10,755
+351
535
$449K ﹤0.01%
13,240
+284
536
$449K ﹤0.01%
16,515
+2,014
537
$443K ﹤0.01%
37,000
538
$434K ﹤0.01%
101,000
539
$431K ﹤0.01%
6,636
-14,952
540
$429K ﹤0.01%
+11,550
541
$414K ﹤0.01%
12,388
-200
542
$414K ﹤0.01%
12,744
+970
543
$408K ﹤0.01%
46,928
-200
544
$393K ﹤0.01%
+11,004
545
$391K ﹤0.01%
45,129
-8,100
546
$387K ﹤0.01%
24,434
-4,370
547
$383K ﹤0.01%
23,430
+664
548
$373K ﹤0.01%
23,320
-591,476
549
$371K ﹤0.01%
+21,009
550
$369K ﹤0.01%
11,500
-4,394
20 21
22
23 24