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
$12.8B
AUM Growth
+$625M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$120M
2
+$97M
3
+$92.3M
4
MPLX icon
MPLX
MPLX
+$90.5M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$61.5M

Top Sells

1
+$147M
2
+$114M
3
+$50M
4
BPL
Buckeye Partners, L.P.
BPL
+$49.5M
5
TRGP icon
Targa Resources
TRGP
+$30.6M

Sector Composition

1 Energy 21.41%
2 Technology 15.49%
3 Healthcare 13.7%
4 Financials 10.6%
5 Consumer Discretionary 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$368K ﹤0.01%
+12,317
552
$367K ﹤0.01%
26,067
-44,000
553
$354K ﹤0.01%
25,017
+3,605
554
$354K ﹤0.01%
+13,290
555
$335K ﹤0.01%
22,305
-13,478
556
$334K ﹤0.01%
28,107
-82,711
557
$333K ﹤0.01%
275,000
558
$332K ﹤0.01%
43,000
559
$326K ﹤0.01%
25,928
-36,644
560
$326K ﹤0.01%
21,065
561
$312K ﹤0.01%
17,985
+1,270
562
$306K ﹤0.01%
+11,706
563
$305K ﹤0.01%
15,072
-515
564
$299K ﹤0.01%
29,300
565
$294K ﹤0.01%
43,506
-10,710
566
$292K ﹤0.01%
17,960
-3,400
567
$289K ﹤0.01%
19,551
-4,150
568
$282K ﹤0.01%
17,655
569
$274K ﹤0.01%
+26,005
570
$269K ﹤0.01%
16,954
-212
571
$252K ﹤0.01%
15,922
-212
572
$250K ﹤0.01%
18,619
573
$248K ﹤0.01%
+11,000
574
$245K ﹤0.01%
19,655
-13,186
575
$238K ﹤0.01%
+16,250
21 22
23
24 25