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
$12.9B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$253M
2
+$87.9M
3
+$63.8M
4
EPD icon
Enterprise Products Partners
EPD
+$49.5M
5
MPLX icon
MPLX
MPLX
+$43.6M

Top Sells

1
+$62.5M
2
+$55.5M
3
+$43.7M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$41.7M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$40.3M

Sector Composition

1 Energy 22.88%
2 Technology 15.47%
3 Healthcare 13.98%
4 Financials 10.12%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$327K ﹤0.01%
26,005
552
$313K ﹤0.01%
20,891
-2,539
553
$306K ﹤0.01%
+38,667
554
$304K ﹤0.01%
29,300
555
$298K ﹤0.01%
20,067
-6,000
556
$295K ﹤0.01%
+1,805
557
$295K ﹤0.01%
47,814
558
$291K ﹤0.01%
17,751
-1,800
559
$287K ﹤0.01%
17,655
560
$282K ﹤0.01%
10,323
-3,430
561
$282K ﹤0.01%
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562
$276K ﹤0.01%
10,700
563
$273K ﹤0.01%
13,776
+75
564
$265K ﹤0.01%
16,954
565
$256K ﹤0.01%
16,000
+3,000
566
$253K ﹤0.01%
11,000
567
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+18,300
568
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+12,000
569
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16,250
570
$242K ﹤0.01%
+10,000
571
$238K ﹤0.01%
+56,935
572
$237K ﹤0.01%
18,619
573
$218K ﹤0.01%
43,000
574
$218K ﹤0.01%
10,397
-24,231
575
$213K ﹤0.01%
11,000
21 22
23
24 25