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
$13.5B
AUM Growth
+$472M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
656
New
Increased
Reduced
Closed

Top Buys

1
+$109M
2
+$105M
3
+$75.9M
4
PSXP
PHILLIPS 66 PARTNERS LP
PSXP
+$44.9M
5
NGLS
TARGA RESOURCES PARTNERS LP COM UTS REPTG LTD PARTERSHIP INT
NGLS
+$40.4M

Top Sells

1
+$147M
2
+$60.4M
3
+$49.6M
4
CHKP icon
Check Point Software Technologies
CHKP
+$47.2M
5
AHD
ATLAS ENERGY L P COM UNITS REPSTG LTD PARTNER INT (DE)
AHD
+$43.1M

Sector Composition

1 Energy 26.84%
2 Technology 14.25%
3 Healthcare 11.9%
4 Financials 10.08%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$500K ﹤0.01%
26,052
+9,335
552
$499K ﹤0.01%
17,595
+340
553
$496K ﹤0.01%
11,724
+1,250
554
$477K ﹤0.01%
40,671
-2,779
555
$474K ﹤0.01%
+13,395
556
$470K ﹤0.01%
18,835
557
$470K ﹤0.01%
16,169
558
$467K ﹤0.01%
21,603
+369
559
$463K ﹤0.01%
22,670
560
$459K ﹤0.01%
30,573
561
$452K ﹤0.01%
+10,560
562
$448K ﹤0.01%
13,512
+470
563
$447K ﹤0.01%
50,100
564
$447K ﹤0.01%
25,773
-2,079
565
$439K ﹤0.01%
32,548
+1,350
566
$439K ﹤0.01%
37,000
567
$428K ﹤0.01%
14,501
568
$414K ﹤0.01%
+25,550
569
$410K ﹤0.01%
+24,058
570
$390K ﹤0.01%
13,930
571
$389K ﹤0.01%
24,720
+1,730
572
$388K ﹤0.01%
24,504
573
$381K ﹤0.01%
+17,361
574
$368K ﹤0.01%
23,432
+3,420
575
$362K ﹤0.01%
+25,350
21 22
23
24 25