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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$465K ﹤0.01%
+23,369
527
$465K ﹤0.01%
74,375
528
$464K ﹤0.01%
21,065
529
$461K ﹤0.01%
10,380
-2,682
530
$456K ﹤0.01%
17,000
531
$445K ﹤0.01%
3,044
532
$442K ﹤0.01%
19,400
-9,400
533
$428K ﹤0.01%
+10,973
534
$428K ﹤0.01%
17,114
+1,253
535
$411K ﹤0.01%
32,935
-26,885
536
$398K ﹤0.01%
36,804
-478
537
$391K ﹤0.01%
+14,200
538
$386K ﹤0.01%
11,790
+31
539
$381K ﹤0.01%
14,650
540
$375K ﹤0.01%
11,906
+1,328
541
$373K ﹤0.01%
24,434
542
$365K ﹤0.01%
+15,476
543
$354K ﹤0.01%
29,245
+7,123
544
$353K ﹤0.01%
25,006
-1,500
545
$352K ﹤0.01%
51,120
+17,830
546
$351K ﹤0.01%
+11,319
547
$341K ﹤0.01%
18,400
-111
548
$339K ﹤0.01%
+12,250
549
$336K ﹤0.01%
10,218
+218
550
$335K ﹤0.01%
32,790
+8,365
20 21
22
23 24