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
$15.9B
AUM Growth
+$794M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$72.2M
2
+$68.9M
3
+$46.1M
4
ET icon
Energy Transfer Partners
ET
+$37.3M
5
TRGP icon
Targa Resources
TRGP
+$36.3M

Top Sells

1
+$45.3M
2
+$39.1M
3
+$32M
4
BA icon
Boeing
BA
+$30.3M
5
PAA icon
Plains All American Pipeline
PAA
+$26.7M

Sector Composition

1 Energy 24.33%
2 Technology 14.75%
3 Healthcare 13.57%
4 Financials 10.85%
5 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$451K ﹤0.01%
19,700
+300
527
$450K ﹤0.01%
16,436
+1,786
528
$435K ﹤0.01%
18,438
-6,982
529
$428K ﹤0.01%
28,751
+3,745
530
$424K ﹤0.01%
13,232
-7,051
531
$423K ﹤0.01%
5,403
-1,525
532
$416K ﹤0.01%
32,790
533
$402K ﹤0.01%
23,535
-26,935
534
$396K ﹤0.01%
13,730
+1,480
535
$392K ﹤0.01%
10,553
-420
536
$390K ﹤0.01%
+19,197
537
$383K ﹤0.01%
+23,700
538
$378K ﹤0.01%
10,469
-850
539
$377K ﹤0.01%
29,794
-7,010
540
$369K ﹤0.01%
+18,650
541
$368K ﹤0.01%
15,861
-1,253
542
$360K ﹤0.01%
24,434
543
$359K ﹤0.01%
+13,175
544
$356K ﹤0.01%
+31,909
545
$355K ﹤0.01%
125,000
546
$351K ﹤0.01%
18,400
547
$348K ﹤0.01%
17,215
-380
548
$346K ﹤0.01%
+10,740
549
$345K ﹤0.01%
29,654
+409
550
$337K ﹤0.01%
+29,580
20 21
22
23 24