CIBC Private Wealth Group Portfolio holdings
AUM
$56B
1-Year Return
20.35%
This Quarter Return
+1.88%
1 Year Return
+20.35%
3 Year Return
+77.5%
5 Year Return
+140.69%
10 Year Return
+306.83%
AUM
$13.1B
AUM Growth
+$350M
(+2.8%)
Cap. Flow
+$271M
Cap. Flow
% of AUM
2.07%
Top 10 Holdings %
Top 10 Hldgs %
20.96%
Holding
646
New
45
Increased
263
Reduced
234
Closed
43
Top Buys
| 1 |
Kinder Morgan
KMI
|
$172M |
| 2 |
Enterprise Products Partners
EPD
|
$106M |
| 3 |
AM
ANTERO MIDSTREAM PARTNERS LP
AM
|
$77.7M |
| 4 |
Williams Companies
WMB
|
$60.1M |
| 5 |
Comcast
CMCSA
|
$49.3M |
Top Sells
Sector Composition
| 1 | Energy | 27.4% |
| 2 | Technology | 14.27% |
| 3 | Healthcare | 11.32% |
| 4 | Financials | 9.98% |
| 5 | Consumer Discretionary | 6.73% |
