CIBC Private Wealth Group

CIBC Private Wealth Group Portfolio holdings

AUM $59.2B
1-Year Est. Return 20.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
-$1.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$77.8M
2
+$61.3M
3
+$55.6M
4
JKHY icon
Jack Henry & Associates
JKHY
+$51.9M
5
TRGP icon
Targa Resources
TRGP
+$48.9M

Top Sells

1
+$89.1M
2
+$83.7M
3
+$38.2M
4
ET icon
Energy Transfer Partners
ET
+$35.7M
5
QEPM
QEP MIDSTREAM PARTNERS LP UIT REPSTG LTD PARTSP INT (DE)
QEPM
+$35.2M

Sector Composition

1 Energy 23.37%
2 Technology 15.81%
3 Healthcare 12.64%
4 Financials 10.9%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$405K ﹤0.01%
32,841
-1,090
552
$400K ﹤0.01%
14,000
-1,232
553
$399K ﹤0.01%
12,588
-373
554
$397K ﹤0.01%
37,000
555
$396K ﹤0.01%
13,681
-22,931
556
$378K ﹤0.01%
12,536
+1,274
557
$377K ﹤0.01%
14,501
558
$369K ﹤0.01%
3,044
+1,191
559
$362K ﹤0.01%
15,587
+650
560
$360K ﹤0.01%
14,180
+370
561
$356K ﹤0.01%
+10,404
562
$355K ﹤0.01%
23,432
563
$352K ﹤0.01%
11,867
-403
564
$348K ﹤0.01%
16,054
565
$344K ﹤0.01%
23,701
+49
566
$341K ﹤0.01%
11,774
+50
567
$337K ﹤0.01%
13,254
-50,020
568
$329K ﹤0.01%
21,360
+3,400
569
$326K ﹤0.01%
22,766
+2,618
570
$320K ﹤0.01%
21,412
+2,345
571
$314K ﹤0.01%
16,707
+597
572
$312K ﹤0.01%
+20,000
573
$310K ﹤0.01%
10,251
574
$292K ﹤0.01%
18,335
+1,925
575
$292K ﹤0.01%
47,814
21 22
23
24 25