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
$11.8B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$481M
2
+$296M
3
+$249M
4
MMP
Magellan Midstream Partners, L.P.
MMP
+$235M
5
ETP
Energy Transfer Partners L.p.
ETP
+$203M

Top Sells

No sells this quarter

Sector Composition

1 Energy 29.38%
2 Technology 15.06%
3 Healthcare 10.78%
4 Financials 8.65%
5 Industrials 6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$301K ﹤0.01%
+10,725
552
$298K ﹤0.01%
+38,100
553
$296K ﹤0.01%
+10,230
554
$290K ﹤0.01%
+38,600
555
$286K ﹤0.01%
+24,590
556
$285K ﹤0.01%
+16,000
557
$284K ﹤0.01%
+15,755
558
$278K ﹤0.01%
+29,300
559
$266K ﹤0.01%
+15,881
560
$264K ﹤0.01%
+12,688
561
$260K ﹤0.01%
+13,876
562
$258K ﹤0.01%
+10,832
563
$258K ﹤0.01%
+17,960
564
$257K ﹤0.01%
+17,655
565
$257K ﹤0.01%
+27,200
566
$252K ﹤0.01%
+12,000
567
$243K ﹤0.01%
+9,924
568
$243K ﹤0.01%
+14,257
569
$239K ﹤0.01%
+17,680
570
$238K ﹤0.01%
+19,000
571
$234K ﹤0.01%
+15,500
572
$230K ﹤0.01%
+4,233
573
$214K ﹤0.01%
+11,360
574
$212K ﹤0.01%
+15,000
575
$212K ﹤0.01%
+56,279
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