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
$15.1B
AUM Growth
+$707M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
604
New
Increased
Reduced
Closed

Top Buys

1
+$54.9M
2
+$47.7M
3
+$37.7M
4
ATMP icon
iPath Select MLP ETN
ATMP
+$37.4M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$36.2M

Top Sells

1
+$61.5M
2
+$44M
3
+$37.7M
4
COF icon
Capital One
COF
+$30.8M
5
MDT icon
Medtronic
MDT
+$29.7M

Sector Composition

1 Energy 24.55%
2 Technology 14.03%
3 Healthcare 12.96%
4 Financials 11.4%
5 Industrials 6.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$334K ﹤0.01%
+17,595
552
$322K ﹤0.01%
10,462
-202
553
$319K ﹤0.01%
19,900
554
$312K ﹤0.01%
+10,727
555
$304K ﹤0.01%
14,545
556
$301K ﹤0.01%
16,050
-200
557
$299K ﹤0.01%
43,000
558
$291K ﹤0.01%
125,000
-19,000
559
$284K ﹤0.01%
29,811
+511
560
$283K ﹤0.01%
+11,000
561
$275K ﹤0.01%
20,836
+1,317
562
$273K ﹤0.01%
+20,500
563
$269K ﹤0.01%
18,800
564
$265K ﹤0.01%
20,024
565
$261K ﹤0.01%
12,048
+2,017
566
$256K ﹤0.01%
17,655
567
$250K ﹤0.01%
18,273
568
$248K ﹤0.01%
+10,078
569
$247K ﹤0.01%
25,010
+4,310
570
$242K ﹤0.01%
+14,836
571
$226K ﹤0.01%
10,000
572
$217K ﹤0.01%
15,200
-800
573
$207K ﹤0.01%
19,380
-5,230
574
$200K ﹤0.01%
+10,949
575
– –
-12,200
21 22
23
24 25