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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$461K ﹤0.01%
17,000
-1,000
527
$459K ﹤0.01%
37,000
528
$457K ﹤0.01%
31,014
-11,171
529
$439K ﹤0.01%
+30,024
530
$435K ﹤0.01%
10,901
+146
531
$431K ﹤0.01%
+11,272
532
$426K ﹤0.01%
12,744
533
$418K ﹤0.01%
23,255
+2,246
534
$413K ﹤0.01%
36,387
-10,000
535
$413K ﹤0.01%
24,434
536
$413K ﹤0.01%
+38,417
537
$412K ﹤0.01%
31,195
-1,720
538
$411K ﹤0.01%
22,338
+33
539
$410K ﹤0.01%
16,402
-4,605
540
$393K ﹤0.01%
21,065
541
$389K ﹤0.01%
28,206
-10,786
542
$381K ﹤0.01%
44,529
-600
543
$379K ﹤0.01%
+19,053
544
$371K ﹤0.01%
11,907
-481
545
$350K ﹤0.01%
20,504
+2,544
546
$346K ﹤0.01%
10,236
-8,714
547
$343K ﹤0.01%
6,240
-396
548
$341K ﹤0.01%
18,400
+6,400
549
$339K ﹤0.01%
27,560
-547
550
$328K ﹤0.01%
16,336
+1,264
20 21
22
23 24